Newpointe Wealth

Our Mission: Investing and Planning for Your Financial Future

Newpointe Wealth is an independent financial planning and investment firm committed to providing personalized solutions that empower our clients to achieve their financial goals. We work with individuals and families to develop comprehensive plans that address their specific needs and aspirations.

What Sets Us Apart

Our team of experienced professionals understands the complexities of personal finance and works collaboratively to create customized plans that are tailored to your unique circumstances. We prioritize open communication, transparency, and client engagement throughout the process.

Financial Planning

• Goal setting and risk analysis
• Comprehensive asset allocation
• Retirement planning and optimization
• Estate planning and wealth preservation

Investment Management

• Personalized portfolio construction
• Tax-efficient investing strategies
• Regular portfolio reviews and rebalancing

Wealth Management

• Account aggregation and organization
• Secure online portal access
• Regular progress reporting and communication

Client Testimonials

"Derek has been our trusted advisor for over a decade. His insightful guidance and proactive approach have been invaluable to our financial well-being." - Chris H., Retired

"The WealthVision platform is an incredible tool that allows me to easily track my progress and stay on track towards my goals." - Edward G., Retired

"Newpointe Wealth has simplified our financial lives and given us peace of mind. We feel confident knowing our future is in good hands." - Gary L., Retired

Our Commitment

We are guided by a fiduciary responsibility to act in your best interests. We prioritize transparency, ethical practices, and maintaining the highest level of professionalism in all our interactions.