Newpointe Wealth 

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CT, FL, GA, MA, NC, NH, NJ, NY, SC, VA

Newpointe Wealth, LLC

1 Lowlyn Rd

Westport, CT 06880

 

203-557-0291

Derek@newpointewealth.com

©2019 Newpointe Wealth, LLC

Our objective is to improve your quality of life. We focus on your finances while you enjoy what is really important... family, friends and pursuing your passions. You drive the process, we provide the answers. Put our team of planners and advisors to work for you today. 

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An Independent Firm

Tax-aware Portfolios

Transparent Pricing

Dedicated Wealth Advisor

*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

INVEST AND PLAN WITH CONFIDENCE

 WE WILL HELP YOU

  1. Organize your financial accounts

  2. Become familiar and understand your financial picture

  3. Rank your financial priorities 

  4. Generate an income plan or create a budget

  5. Make your money work for you

  6. Protect what you have with an appropriate amount life insurance

  7. Help you maintain your legacy with a wealth transfer strategy

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. 

Prefer to invest and plan on your own?