Your personal CFo
A Team You Can Trust
Northpointe Wealth Management was founded in 2018 with the belief that we could do more than simply advise our clients. We could be their partners. We are proactive advisors who provide the ongoing support and guidance you need to make clear, confident financial decisions. And while you're firmly in the driver's seat when it comes to your finances, our team is always along for the ride, providing you with the navigation required to get where you want to go.
Knowledge, Experience, and Commitment to You
Our team of 20 professionals operates across five office locations, bringing over 300 years of combined industry experience to every client relationship. We're committed to using that knowledge to always do right by you. We put our clients first every time, in every recommendation we make and every investment plan we build. That's part of the reason we have a firm low-risk policy when it comes to financial strategies. You've worked hard for what you've earned, and we don't want to put that at risk. We will always pursue the strategies and financial paths that minimize risk and provide you with the most stable, secure future possible.
To date, our clients have entrusted us with nearly $2 billion in assets, and we take the care and management of those assets very seriously. We know that we're not just being entrusted with portfolios. We're helping preserve your family's way of life, your personal goals, and your plans for the future, and we'll never take that trust for granted.