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. 

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NEWPOINTE

Wealth

®

​​

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. Generate an income plan or create a budget

  4. Make your money work for you

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

  6. 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. 

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.

Do you need help making important decisions? Contact us today and be confident in the choices you make. The security you want starts here.

DISCOVER WHAT IT'S LIKE TO  WORK WITH AN OBJECTIVE ADVISOR

"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?

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