The WealthPoint Advantage

Welcome to WealthPoint Advisors.

We know that we can’t 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’re here to turn that around.  We aren’t 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.

The WealthPoint Advantage

The WealthPoint Advantage

WealthPoint IS:WealthPoint ISN'T:
Client always first - that's the fiduciary waySelf-Fulfilling
Comprehensive CFP® expertsAdvise only on investments
Strategy & a roadmap (financial plan)Hopeful it will pay off
Big service, transparent, fee-onlySmall service, commission based, hidden fees
Defined process and client experienceTalk once a year and be pitched a product to buy

1. Our clients are always first.

Talk about abiding by fiduciary standard: as a Registered Investment Advisor (RIA), we are required by law to act in our clients’ best interest.  A fiduciary duty is one of complete trust and utmost good faith.  We enjoy long lasting relationships with our current clients and consider it a great honor to be invited to a child’s wedding, asked to play a round of golf, or to just grab a beer as a friend.

2. Our expertise covers all walks of life.

 

3. 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 work.
Capital markets are not always right and prices are not always right, but markets are so competitive that it is unlikely an investor can systematically profit from mistakes in the market at the expense of others.


Active management generally fails.
There have been a limited number of active managers that outperform the market, but no more than you would expect by chance, and it is difficult to identify them in advance.


Market timing is risky.

A successful market timing strategy requires three correct decisions: when to get in, when to get out, and when to get back in. The success rate required to beat a buy-and-hold strategy is unattainable for most investors.


Risk and return are related.


Diversification is key.


Bring discipline to the process.
Capital markets are noisy. Investors must maintain their discipline and adhere to a long-term investment strategy in order to have a successful investment experience that captures capital market rates of return.

4. The value far outweighs the cost.

Download our Cost of WealthPoint Services summary and why we believe our value exceeds our cost.

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Let's Plan For Tomorrow, Together.