Vestpointe Wealth Management provides integrated investment management, estate planning, retirement planning and tax consulting services to help our clients achieve their financial goals. When the firm was formed in 2004, we chose the navigator compass as our logo.
Just as the captain of a sailboat will set sail with a course in mind and adjust to the changes in wind and weather, we assist clients in developing their wealth plan and adjusting to changes in markets, tax law and circumstances.As CPAs and investment advisors, our approach encompasses all aspects of your financial life.
Just as the captain of a sailboat will set sail with a course in mind and adjust to the changes in wind and weather, we assist clients in developing their wealth plan and adjusting to changes in markets, tax law and circumstances.As CPAs and investment advisors, our approach encompasses all aspects of your financial life.
Services
Vestpointe Wealth Management provides integrated investment advisory, estate planning, and tax services to help our clients achieve their financial goals. With over 30 years of experience advising individuals with complex financial situations, our team manages your comprehensive financial picture with an integrated approach to maximize returns, minimize risk and reduce taxes.
At Vestpointe Wealth Management, we work closely with you to develop a unique asset allocation and investment portfolio that leverages your entire financial picture, including tax and estate planning strategies. Our planning process starts with a detailed review of your financial goals and needs, including retirement and estate plans.
Your estate plan is an integral part of your financial plan. It is the culmination of everything you have worked for throughout your life. Failure to create an appropriate estate plan can lead to litigation, disharmony and improper allocation among your heirs - not just unnecessary taxes. We help you minimize estate taxes, fund charitable endeavors and wisely pass along your wealth to future generations.
Vestpointe Wealth Management specializes in financial planning services that are designed to help our clients achieve their financial goals. As Certified Public Accountants and investment advisors, our team also provides a wide range of additional services to help clients implement their financial plans.
Vestpointe Wealth Management provides sophisticated tax planning services that work in conjunction with your investment portfolio, business interests, and estate plan. We design tax strategies to help you take advantage of tax savings opportunities allowed within the law, including the use of entities such as partnerships, corporations, and trusts.
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