North Pointe Wealth Management is a financial services company that integrates financial planning and asset management services. We strive to provide the highest quality of comprehensive investment solutions to individuals, estates, trusts, charitable foundations and small businesses in the areas of retirement planning, estate planning, portfolio management, asset allocation, risk protection, cash flow planning, stock option analysis and college savings strategies. We are committed to helping meet client objectives and providing superior client services.
Many firms provide investment management services. Yet we believe there are few that successfully tailor them to meet the different needs of each client. Our service offerings, while diverse, are driven by a single priority: the needs of our clients. Backed by a network of resources, we deliver our advice without the distractions or conflicts of interest that can be a characteristic of larger institutions.
Personal service will define all aspects of your relationship with North Pointe Wealth Management. Our advisors work with industry specialists to help support your goals and will always strive to deliver exceptional care and attention.
Our company is built on a solid foundation of excellent client service and in-depth market knowledge.
You'll find a list of important dates from the federal tax calendar, a full set of downloadable forms from the IRS, and much more.
We feel that becoming a client with us is as easy as it is rewarding.
"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."