Broker Check

WEALTH MANAGEMENT FOR EMERGING INDUSTRIES LEADERS

Vanguard research shows that a financial advisor may add about 3 percentage points of value in net portfolio returns over time.*

Vanguard research shows that a financial advisor may add about 3 percentage points of value in net portfolio returns over time.*

*The Vanguard Group, “Putting a value on your value: Quantifying Vanguard Advisor’s Alpha,” Francis M. Kinniry Jr., Colleen M. Jaconetti, Michael A. DiJoseph, and Yan Zilbering. 2014.

Client Centered

Emerging industries leaders and executives often encounter unique challenges and time constraints to manage their financial affairs. Many of our clients spend a considerable amount of time building businesses and saving money, so much so that their wealth exceeds their time and ability to manage it. 

Our team has become a primary resource for wealth management services for corporate leaders in the cannabidiol, cyber, and computer software sectors out of our desire to support them and help them navigate complex financial circumstances. 

We define wealth management as a customized service, whereby your advisor consults with you on your specific goals and objectives and tailors strategies to fit your needs. Our low-stress client experience is aimed to help you establish a plan that makes you proud and leaves you feeling accomplished as you achieve goals. 

MORE THAN INVESTMENT ADVICE

Wealth management is more than just investment advice. We take a holistic view of your assets when developing your retirement plan, and your plan will often require input from your other trusted financial professionals, such as attorneys, tax professionals, and bankers. Although we don’t offer legal or tax advice, we do facilitate conversations with these professionals to integrate a cohesive approach. 

OUR SERVICE MODEL

OUR SERVICE MODEL

We believe that Alpha Pointe Capital portfolios provide cutting-edge investment selection models that provide optimal risk-adjusted returns and peace of mind. Every portfolio is customized to meet each client’s goals and objectives. Our services include:

HOW DO I GET STARTED?

We always strive for a seamless client experience. Contact us to learn how we can support you. 

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