Welcome To WealthPoint Advisors
Our Client Centric Mindset
We know that we cannot promise what your future will hold. But, we can promise that our team at WealthPoint Advisors will work hard to secure your tomorrow, today. Our competitors charge big fees for little service. We are here to turn that around. We are not associated with any banks, insurance companies, or brokerage firms, so we can offer our clients solid, research-based advice backed by our years of industry experience, which includes:
First Class Service
Comprehensive CFP® Experts
Strategic Planning & Defined Process
Transparent & Fee Only Services
Ongoing Client Experience
Our Fiduciary Duty
As a Registered Investment Advisor (RIA), WealthPoint Advisors is required by law to act in our clients’ best interest. A fiduciary duty is one of complete trust and utmost good faith. We take this duty very seriously.
And while we do our duty, we also enjoy long lasting relationships with our current clients and consider it a great honor to be invited to a child's wedding, to be asked to play a round of golf, or to just grab lunch, dinner or a beer as a friend.
Our Expertise Covers All Aspects Of Life
Our Academic Approach To Wealth Management
As a wealth management firm, it is our goal to provide guidance and expertise and discourage emotional investing.
Following our extensive initial consultation process regarding our clients’ accounts, we use the following basic guiding principles of investing to establish an efficient portfolio:
Markets do work
Active management generally fails
Market timing is risky
Risk and return are related
Diversification is key
Bring discipline to the process