Clear Point Investments Announces Affiliation with Virtue Capital Management

Independent wealth management firm expands planning resources while maintaining continuity for clients.

PHOENIX, AZ, UNITED STATES, August 26, 2026 /EINPresswire.com/ — Clear Point Investments today announced its affiliation with Virtue Capital Management (VCM), an SEC-registered investment advisory firm headquartered in Brentwood, Tennessee. This affiliation marks the official launch of Clear Point Investments and reflects founder Mike Puck’s vision of delivering highly personalized wealth management backed by institutional resources and sophisticated investment solutions.

Prior to founding Clear Point Investments, Puck spent more than two decades in the financial services industry, advising institutional and private wealth clients. Throughout his career, he has worked with more than $1 billion in client assets and has extensive experience in options-based portfolio management, including trading options and futures on the New York Mercantile Exchange (NYMEX). His background spans institutional business development, investment consulting, and the design of options strategies for risk management and income generation.

“Launching Clear Point Investments has been a goal of mine for many years,” said Mike Puck, Founder and CEO. “This move allows me to spend even more time with clients while leveraging the operational strength, technology, and investment resources of Virtue Capital Management. Most importantly, my commitment to my clients remains exactly the same.”

Through its affiliation with Virtue Capital Management, Clear Point Investments will continue to offer comprehensive wealth management, retirement planning, investment management, income planning, risk management, and options-based portfolio strategies. Clients also gain access to expanded financial planning technology, institutional investment managers, and an experienced operations and compliance team that supports advisors behind the scenes. Virtue Capital Management emphasizes a client-centric approach, offering advisors access to researched investment models, holistic financial planning, and comprehensive operational support.

Clear Point Investments was founded on a simple philosophy: provide objective advice, disciplined investment management, and personalized financial planning centered around each client’s unique goals. The firm’s approach combines long-term strategic planning with sophisticated portfolio management designed to help individuals, families, retirees, and business owners build, preserve, and distribute wealth with confidence.
“Clear Point represents more than a new company,” Puck added. “It represents a long-term commitment to building an independent firm where every decision is made with the client’s best interests at the center.”

About Clear Point Investments

Clear Point Investments is an independent wealth management practice dedicated to helping individuals and families pursue their financial goals through comprehensive financial planning, investment management, retirement income strategies, risk management, and personalized advice. The firm’s mission is to provide clarity, confidence, and long-term partnership throughout every stage of a client’s financial journey.

About Virtue Capital Management

Virtue Capital Management is an SEC-registered investment advisory firm based in Brentwood, Tennessee. The firm provides investment advisory services, financial planning resources, portfolio management solutions, and comprehensive operational support for independent financial advisors and their clients. Virtue’s platform combines institutional-quality investment solutions with personalized service and advisor independence.

Mike Puck
Clear Point Investments
+1 888-495-8642
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