Your Complete Financial Picture As It Was Meant To Be Seen 
Make Your Money Work For You

Did you know a 7% annual return doubles your portfolio every 10 years? That is right, a DOUBLE in value. And a 10% annual return will double your money in just 7 years! Pretty amazing right? Compound interest is the key to building wealth. We ALL need to give our money an opportunity to work for us but not all of us have the time or expertise to do so. This is where Derek will come in. He has been successfully navigating markets for over a decade and will build a financial plan and portfolio that is appropriate for your risk appetite. 

*This is a hypothetical example and is not representative of any specific situation. Your results will vary. The hypothetical rates of return used do not reflect the deduction of fees and charges inherent to investing.

*This is a hypothetical example and is not representative of any specific investment. Your results may vary.

Let Us Do The Heavy Lifting


  1. Organize your financial accounts

  2. Become familiar with your financial picture

  3. Understand your risk tolerance and investments


  1. Rank your financial priorities

  2. Generate and create a budget

  3. Make your money work for you

  4. Protect what you have with an appropriate amount of life insurance

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

We Invite You To Give Us A Try

  • Net worth

  • Spending

  • Investments

  • Employer 401(k)

  • Insurance

  • Cash flow

  • Planning scenarios

  • And more

Call Us:



Almost all of us will change employers at some point in our career. Fully understanding the options you have with your 401(k) plan balance can be challenging. We will help you understand your options so you can be confident in your decision. Generally you have four choices. 

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



©2019 Newpointe Wealth, LLC