Transformative wealth and business planning for entrepreneurs with net worths of $5–$75 million.
Beyond Wealth Management
Traditional wealth management is constrained by outdated models that prioritize asset gathering over your unique needs. Conventional thinking creates boundaries that limit business owners potential to standardized outcomes.
At ClearPoint, our Fractional Family Office model—created by business owners, for business owners—delivers innovative, tailored solutions designed to secure your freedom. Our compensation model emphasizes better outcomes rather than gathering your assets.
While conventional advisors fit your circumstances into their predefined solutions, we expand our expertise to align with your unique business and personal ambitions.
Our multi-disciplinary team integrates business and wealth planning to maximize your potential, eliminating the inefficiencies of siloed advice. With expertise serving business owners with net worths of $5–$75 million, we provide custom strategies that align with your vision for life and legacy.
Our Proactive Planning Team
Joseph F. LoPresti
Founder
As the founder of ClearPoint Family Office, Joe leads a team of expert planners dedicated to serving as your personal Chief Financial Officer, seamlessly aligning your business and personal wealth strategies with your vision for success and legacy. With over 40 years of experience guiding entrepreneurs, Joe delivers tailored solutions that simplify complex financial challenges, maximize business value, and secure lasting prosperity.
Joe’s deep expertise is showcased in his books, Exit By Design: Integrating Elite Wealth Management and Proactive Business Exits to Secure Your Freedom and Empowered Investing: Strategies for Proactive Investors, where he shares proven strategies for business growth, wealth optimization, and innovative investment approaches. As a Certified Exit Planning Advisor (CEPA®), Joe specializes in helping business owners navigate critical transitions, ensuring their business and personal finances work in harmony to achieve their goals.
In 2000, Joe founded Arlington Wealth Management, creating the proprietary Proactive Asset Allocation Strategy (PAAS) to designed to deliver customized, results-driven investment solutions for business owners and their families. His forward-thinking leadership now drives ClearPoint Family Office, where he empowers entrepreneurs to move from complexity to clarity, building wealth and freedom with confidence.
Married to Angela for 35 years and a proud father of three accomplished daughters, Joe brings a personal commitment to family and legacy to his work. A third-generation winemaker with over 25 years of experience, he carries forward a family tradition of craftsmanship and dedication, values he instills in every client relationship.
Justin Albertson
President
Justin serves as president of ClearPoint Family Office where he ensures the execution of the firm’s vision and mission of delivering tailored solutions aligned with the unique goals of entrepreneurial families. He also provides business advisory services to clients that enable them to simplify decisions, surface blind spots, and align their business strategy with personal wealth and long-term freedom.
Most business owners get good advice in pieces; Justin coordinates those pieces into one clear, intentional plan that protects the business they’ve built and creates personal freedom beyond it.
Justin joined the firm after leading sales, marketing and GTM strategy for a premier family business advisory firm, starting his own business during COVID, and growing a boutique advisory firm from startup mode to national recognition, earning Inc. Magazine’s Fastest Growing Companies designation – twice.
Over the years, clients have described Justin as someone who brings the right combination of clarity, trust, and challenge – the kind of advisor who listens deeply, asks the hard questions with care, and helps them get unstuck when the stakes are high. His specialty is partnering with owners who have outgrown their current capabilities and need an integrated partner who sees both the business and the personal side of their life.
Married to his high school sweetheart and father of four (two boys and two girls), family keeps Justin grounded with what’s truly important in life. When he’s not working, he enjoys playing games, hiking, and going to theme parks and sporting events with his family. Otherwise, you can find him in the gym or golfing.
Marissa LoPresti
Chief Planning Officer
Amanda Konder
Director of Client Service &
Planning Coordinator
Amanda Konder is the Director of Client Service & Planning Coordinator at ClearPoint Family Office, bringing 26 years of financial industry expertise to her role. With a robust background that includes positions at Arlington Wealth Management, Merrill Lynch Wealth Management and a private commodities trading firm, Amanda is deeply committed to delivering exceptional service, ensuring every client experiences unparalleled care. Her professionalism and passion for the industry, paired with her strong service and operational acumen, make her a cornerstone of ClearPoint Family Office. Residing in the Chicagoland suburbs with her husband and three children, Amanda enjoys exercising, traveling, and tending to her garden.
John Hollahan
Managing Partner
John serves as the Managing Partner at ClearPoint Family Office, where he oversees the firm’s day-to-day operations. He plays a key role in supporting ClearPoint’s mission of delivering tailored solutions aligned with the unique goals of entrepreneurial families.
John joined the firm after a successful career in senior IT leadership at a major public firm. His blend of technical expertise and entrepreneurial insight helps business owners align their personal and professional wealth strategies with long-term vision and legacy planning.
He earned his Bachelor’s degree in Information Systems and Computer Programming from Purdue University and holds an MBA from the University of Chicago, where he deepened his expertise in strategic management and organizational leadership.
Outside of his professional responsibilities, John is actively involved in his church community and committed to giving back through volunteer service. He also prioritizes health and wellness, enjoys regular exercise, and especially values time spent outdoors walking with his wife and their dog. His passion for service, purpose-driven planning, and lifelong learning reflect ClearPoint’s mission to empower business owners through collaboration, innovation, and personalized guidance.
