Our Story
Redefining the Client Experience
Hampton Bluff Capital Partners was founded in February 2026 by seasoned wealth advisors with deep roots in the industry. Our journey began in 1998 at SunTrust Securities, followed by Lehman Brothers – where we navigated the 2008 bankruptcy and Global Financial Crisis – then Credit Suisse until the closure of its US Private Bank in 2015, and most recently a decade at UBS.
Through bull markets and crises, we’ve seen first-hand the myriad of challenges posed by some of the largest global financial firms: bureaucracy, shifting priorities in capital allocation, and decisions that sometimes limit client service and offerings. These experiences led us to persistent questions: How can we improve the client experience? Could we build something better ourselves – combining institutional access and resources with boutique independence?
The answer is yes. The time for change is now.
Hampton Bluff was created with clients in mind to deliver peace of mind for what matters most – whether that’s more time with family, financial stability, pursuing philanthropic goals, or maximizing the value of an entrepreneur’s company. As independent owners, we gain full autonomy: choosing partners, allocating capital, and curating opportunities without corporate constraints.
Backed by the resources of strategic partners like Elevation Point, Emigrant Partners, and family offices, we have the support to scale while staying client-focused and nimble. We have built a platform that will improve the client experience in every aspect of their financial journey – more robust investment platform offerings, enhanced investment banking capabilities, partnerships with multiple lenders, better technology and customized reporting, trust and estate planning, and access to smaller niche private direct deals and alternative investments.
We’ve lived through the uncertainties of big institutions and the global market cycles. Now, we have taken control of our destiny, and more importantly, are delivering unmatched value for yours. The future of wealth management starts here where we are redefining the client experience.
Welcome to Hampton Bluff – peace of mind for what matters most!
How is Hampton Bluff Doing it Differently?
Our Hampton Bluff advisors have the autonomy to determine independently who to partner with across the industry, and what resources to utilize and provide, to ultimately build out the ideal investment platform.
We have heard our clients. We have accepted the call for change. It is finally time to build a platform that is truly suited for clients as the main focus. A platform where the principals are able to make their own decisions on how to better service, execute, and deliver for clients. Hampton Bluff is the engine to allow flexibility with enhanced resources.
What to Expect
We are honored and poised to serve and execute in a transformative way. Come join us and trust us to guide your families and companies on this financial journey. Let us provide the peace of mind that matters most. A high level of view of what differentiates us:
- Expanded investment platform
- Multiple lending partners
- Enhanced investment banking capabilities
- Improved technology and customized reporting
- Trust and estate planning
- Focus on growing resources
- Helping private business owners with both sides of the balance sheet, and guiding to exits
- Pre-transaction planning
The comparison to ‘Traditional Wirehouses’ is provided for illustrative purposes only and represents a generalized characterization of the industry; actual services, fees, and capabilities at other financial institutions may vary. Hampton Bluff Capital Partners and Elevation Point Wealth Partners, LLC are not law firms, banks, or lenders. Statements regarding ‘legal services’ refer to our ability to coordinate with independent third-party attorneys or estate planning firms. Lending and investment banking solutions are accessed through unaffiliated third-party partners and are subject to separate terms, credit approval, and underwriting.