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.
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.
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.
Services
My goal is to improve your quality of life. I founded Newpointe Wealth to provide objective 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.
The WealthVision platform will help assist your Newpointe Wealth advisor in tracking your financial goals and integrates your financial plan with a robust, personal financial website. Its powerful engine can generate comprehensive financial planning analytics where you see your full financial picture.
We believe the majority of investment returns are derived from the asset allocation that you implement. We also believe the asset class and correlation they have to each other are the most important factors when assessing a portfolio. We we use extra care when considering investment expense and strive to achieve portfolio efficiency while working towards long term return objectives.
A trust can provide a measure of comfort, knowing you have a plan in place to help provide for the safe and accountable management of family assets and to direct their use in accordance with your wishes, goals, and objectives. A trust provides protection for family members who may be unaccustomed to dealing with financial matters.
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. This can be an appropriate option if your new employer offers a plan and you do not want to hire professional help.
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Gina Lippi
Aug 25, 2017
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