Vestpointe Wealth Management LLC

EST. AUM
$165,758,121

CONTACTS
2

CLIENT ACCOUNTS
423

Firm Details

Metro area Phoenix
CRD Number 132591
Website vestpointe.com
Client types

Overview

Vestpointe Wealth Management provides integrated investment management, estate planning, retirement planning, and tax consulting services to help its clients achieve their financial goals. When the firm was formed in 2004, it chose the navigator compass as its logo. Just as the captain of a sailboat will set sail with a course in mind and adjust to the changes in wind and weather, the firm assists clients in developing their wealth plan and adjusting to changes in markets, tax law, and circumstances. As CPAs and investment advisors, its approach encompasses all aspects of clients' financial lives. Its logo also has a circle that connects the points of the compass and represents the way in which the different aspects of clients' financial picture are interconnected. The firm works with clients every day to develop and execute strategies that leverage their entire financial picture to maximize returns, minimize risk, and reduce taxes. If clients are ready for a more in-depth and comprehensive approach to financial management.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Vestpointe Wealth Management LLC

Platform Details

Investment Preferences

Alternative Activity

Address

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