WealthPoint Advisors

WealthPoint Advisors is a premier wealth management firm based in Budapest, specializing in providing tailored financial planning and investment management services to high-net-worth individuals (HNWIs) and families. Since its founding in 2020, the firm has become known for offering bespoke wealth preservation and growth strategies, focusing on long-term investment planning, tax optimization, estate planning, and diversified portfolio management. WealthPoint Advisors caters to clients both locally and internationally, offering personalized solutions to meet their unique financial goals.

The firm was founded by László Kovács, a wealth management expert with over 15 years of experience in the financial sector. Kovács created WealthPoint Advisors to provide sophisticated financial advisory services, combining a deep understanding of the Hungarian and European markets with global investment opportunities. The firm’s services include asset management, succession planning, and retirement planning, ensuring that clients receive comprehensive support for their financial futures.

WealthPoint Advisors operates with values of integrity, discretion, and client-centric service. In 2023, the firm managed assets worth €400 million, driven by its reputation for delivering tailored financial solutions and its growing client base. Looking forward, WealthPoint Advisors plans to expand its services by offering digital wealth management tools and introducing impact investing options, allowing clients to align their portfolios with environmental and social goals.