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

At Vestpointe, we are dedicated to realizing your American dream. Whether you’re saving for retirement, funding a college education, or creating a comprehensive financial plan, our seasoned advisors leverage over thirty years of experience in the financial and accounting domains to guide you toward your objectives. Our journey began two decades ago when we witnessed the shortcomings of brokers managing our tax clients’ funds. Driven by a commitment to excellence, we established our investment advisory firm.

Our logo, the navigator compass, symbolizes our approach. Just as a skilled sailboat captain charts a course and adapts to changing winds and weather, we assist clients in shaping their wealth strategy. We remain agile, adjusting to shifts in markets, tax regulations, and individual 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.