We work with executives, individuals and families helping to organize, build and preserve their wealth. Newpointe® provides ongoing advice that is driven by the individual needs of each client. Our primary objective is to improve your quality of life. Put our team of planners and advisors to work for you today.
NEWPOINTE
Wealth
®
A Dedicated Wealth Advisor
With A Fiduciary Obligation
An Independent Firm
Tax-aware Portfolios
Transparent Pricing
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
We are legally obligated to act in your best interest in advisory accounts. You can find our new Relationship Summary at lpl.com/CRS
INVEST AND PLAN WITH CONFIDENCE
WE WILL HELP YOU
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Organize your financial accounts
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Become familiar and understand your financial picture
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Generate a tax efficient income plan or create a budget
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Make your money work for you
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Protect what you have with an appropriate amount life insurance
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Help you maintain your legacy with a wealth transfer strategy
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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 WealthVision℠ 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.
"My mission is to provide an easy way for clients to organize their finances and access disciplined advice." - Derek Sabine, Founder and Wealth Advisor, Newpointe Wealth
Prefer to invest and plan on your own?