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After a ten year tenure as a financial advisor at Merrill Lynch, I discovered there was a better path for my clients and myself. In 2017 I took my practice independent and Newpointe Wealth was born. 

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As a Wealth Advisor my goal is to bring financial confidence and improve your quality of life. I founded Newpointe Wealth to provide personalized advice to individuals, families and corporations. Meeting with an advisor should not be an intimidating experience, it should be an empowering one! Money means different things to each of us, for this reason, I listen to what each client values, while providing them with the financial organization, guidance and attention they deserve. 

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I am excited to answer your questions. I encourage you to reach out and speak to me. You will quickly see what makes us different.

 

 

 

We have an extensive team behind us at LPL Financial. LPL is the custodian and platform provider as well as the operational and planning support team to your Newpointe Wealth advisor.

 

Learn more about LPL Financial:

• History

• Corporate Snapshot

• Financial Strength

• Mission and Values

• Social Responsibility

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