Become a CapitalPoint Financial Gold Card Member
At CapitalPoint Financial
We believe that your financial success deserves a level of service and access that goes beyond the ordinary.
Our Gold Card Membership is an exclusive program designed for our valued clients who have achieved a significant level of financial standing and require a more personalized and comprehensive approach to managing their wealth.
Becoming a Gold Card Member unlocks a suite of enhanced services, preferential treatment, and exclusive benefits across our advisory, banking, loans, and financing services, all delivered with the exceptional standard of care you expect from CapitalPoint Financial.
Experience the Advantages of Gold Card Membership
Dedicated Relationship Manager:
Gain a single point of contact with a seasoned financial professional who understands your unique financial landscape and can provide tailored guidance and support across all your CapitalPoint Financial relationships.
Priority Banking Services:
Enjoy expedited service at our branches and through our customer service channels. Your time is valuable, and we prioritize your needs. Preferential Rates and Fees: Benefit from potentially more favorable interest rates on select loan and financing products, as well as preferential pricing on various banking services and fees.
Enhanced Access to Expertise:
Receive priority access to our team of specialists in areas such as wealth management, financial planning, and lending, ensuring you get timely and expert advice when you need it most.
Exclusive Lifestyle and Travel Benefits:
Travel insurance benefits, concierge services for travel and entertainment, special offers from partners.
Streamlined Account Management:
Our integrated platforms make managing your diverse financial portfolio seamless, with your Relationship Manager available to assist with complex transactions and inquiries.
Invitations to Exclusive Events:
Participate in special events, workshops, andГ gatherings designed to provide valuable insights and networking opportunities with peers and CapitalPoint Financial leadership.
Is CapitalPoint Financial Gold Card Membership Right for You?
Gold Card Membership is typically offered to clients who maintain a certain level of assets under management with CapitalPoint Financial or meet specific criteria related to their overall relationship with the firm across our banking, lending, and investment services. It is designed for individuals who seek a higher touch service model and can benefit most from integrated financial solutions and personalized attention.
Discover the Gold Standard of Financial Partnership Elevate your financial journey with CapitalPoint Financial’s Gold Card Membership.
Talk to us today to learn more about the eligibility requirements and how you can unlock a world of enhanced financial services and exclusive benefits.
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General Inquiries
Contact: [email protected]
Illinois: 450 Di Paolo Center Suite B, Glenview, IL 60025
Texas: 6015 Pine Forest Rd Houston TX 77057-1431