WORK WITH AN OBJECTIVE ADVISOR

Simplify your finances. Working with an advisor should not be an intimidating experience. Newpointe Wealth provides ongoing advice that is driven by the individual needs of each client. "You" drive the process. If you are organized, you are financially prepared and empowered. Schedule a consultation and we will show you how.  

HELP EASE YOUR CONCERNS

We are legally obligated to act in your best interest with advisory accounts.

Newpointe Wealth's advisory services are offered through LPL Financial, an investment advisor registered with the Securities and Exchange Commission (SEC) under the Investment Advisers Act of 1940. As an investment advisor, LPL has a fiduciary responsibility to its advisory clients and is obligated to act in the best interests of clients.

 

As an alternative, or in addition to ongoing investment advice in an advisory program, clients may engage with an LPL advisor for planning services. The client pays a flat fee or hourly fee for this type of service, which is not ongoing. 

INVEST WITH CONFIDENCE

Reasonable and straightforward pricing.

We do not believe in a "one size fits all" model. We want to give you the best offer for your needs. A quote is provided to you with no obligation.

  • Fee Based Advisory from 0.60%*

  • Fee For Plan starting at $500*

  • Transparent and competitive pricing

  • Comprehensive planning tools

  • A dedicated Wealth Advisor

  • No transaction costs on advisory accounts

  • Request a proposal, there is no obligation

*Could be higher, depending on your needs and account size 

*Newpointe Wealth and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.

TRUST AND ESTATE SERVICES

A trust provides protection for family members who may be unaccustomed to dealing with financial matters. It can offer protection of assets in case of divorce or other litigation. A trust can assure funding is available for specific needs, such as education, healthcare, or charitable interests. A trust provides a framework in which money is managed in a predictable fashion, by people you choose, according to standards you set. A trust creates guidelines for current and future distributions that reflect your wishes. A trust may also have substantial tax benefits and provide an expedient method to transfer assets.