Who we are, what we do and how we got here.
As an elite professional at the top of your game you need a premiere team you can trust to manage your finances. At Winpoint we focus on building your financial freedom and security for the future, so you can focus on your family and your career on the field without any distractions. Serving a client roster made up of legends of the game, few other firms have been at this longer than us. We’ve built our reputation on a unique combination of abilities: a firsthand insight into the careers and responsibilities of the professional athlete, met with unrivaled experience in wealth management. While there are many financial managers, Winpoint is the sole firm with the specific qualifications and experience to manage the finances and personal lives of professional athletes.
At Winpoint, we think of you as more than just a client, and ourselves as more than just your financial managers. We’re your trusted and loyal partners with a singular commitment: Keeping you ahead of the game.
Although Geier Financial Group was initially formed as an accounting firm in 1990, Joe Geier understood the special challenges that professional athletes face throughout their career and expanded the services to include wealth management, family office, tax preparation, bill payment, financial reporting and business advisory services. Through our affiliated Registered Investment Advisor, Geier Asset Management, we are able to work closely with Certified Financial Planners (CFP®), Certified Public Accountants (CPA) and Personal Financial Specialists (PFS) to offer you an in-depth, comprehensive level of financial services to assist you in all aspects of your life.