​​Helping Successful People Retire
An Independent Firm
With A Fiduciary Responsibility
Utilizing Tax-aware Strategies
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Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss
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We are legally obligated to act in your best interest in advisory accounts. You can find our new Relationship Summary at lpl.com/CRS
NEWPOINTE
Wealth
®
INVEST AND PLAN WITH CONFIDENCE
What We Aim To Do:
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​​Deliver a comprehensive retirement plan, that is easy to understand and specifically works for you
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Generate a tax efficient retirement income stream that is built to last
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Maintain your legacy with a wealth transfer strategy
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Provide financial confidence for you and your loved ones
WHAT CLIENTS ARE SAYING
Gary L, Retired
My wife and I have been working with Derek since 2009. His broad financial knowledge, responsiveness and proactive engagement has helped us tremendously over the years. I have worked with other financial advisors in the past but have never found one to be as accessible. Working with him has been an absolute pleasure.
This statement is a testimonial by a client of the financial professional as of 12/13/2022. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
Edward G, Retired
When I decided to engage a financial advisor for the first time as I was nearing retirement, I interviewed several qualified candidates and my wife and I both came away very impressed with Derek’s knowledge, qualifications and, just as important, his real grasp of my family situation and retirement goals. He displayed and continues to practice a genuine caring and responsibility for us, and our frequent discussions and updates are clear and easy for me to understand his investment strategy. He welcomes my input and I really feel we are a working team and that he is looking out for our best interests. In short, he is very professional, and I highly recommend him.
This statement is a testimonial by a client of the financial professional as of 12/14/2022. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
Chris H, Retired
I have been with Derek at Newpointe Wealth for over a decade, in fact I followed him from his previous position at a different firm. During that time he has consistently provided inciteful and timely advise about both current and future market fluctuations. He understands my investment objectives, and reaches out to me when opportunities occur that are in line with those objectives. He is very responsive to both calls or texts and adds a refreshing personal touch to all our correspondence.
This statement is a testimonial by a client of the financial professional as of 12/13/2022. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
ORGANIZE YOUR FINANCIALS
Today's world is complex so we simplify your finances. We organize your financial picture and provide your very own personal financial website where you see your full financial picture. You see your plan and have access to plenty of resources like the education center where you will find calculators, tools, articles and videos to understand your finances.
YOUR PERSONAL FINANCIAL WEBSITE
The WealthVisionâ„ platform will help assist your Newpointe Wealth advisor in tracking your financial goals. It will integrate your financial plan with a robust, personal financial website. Its powerful engine can generate comprehensive financial planning analytics.
YOUR INFORMATION IS SECURE
Your secure, personal website is available via desktop or mobile technology and allows you to track your progress against the goals set up by you and your financial advisor. And perhaps most importantly, you never have to worry about your information being shared with online advertisers and other service providers.
Need help making important decisions? Contact us today and be confident in the choices you make. The security you want starts here.