Financial Planning, Wealth Management, Estate Planning, Retirement Planning and Tax Preparation

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. Our logo also has a circle that connects the points of the compass and represents the way in which the different aspects of your financial picture are interconnected. We work with clients every day to develop and execute strategies that leverage their entire financial picture to maximize returns, minimize risk and reduce taxes.

If you are ready for a more in depth and comprehensive approach to managing your wealth, feel free to contact us and follow us on Twitter, Facebook, the Vestpointe blog and our newsletter.

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