Our Practice

At Northpointe Wealth Management, we believe that a plan is a powerful tool. We believe pursuing your long-term financial objectives hinges on having the right plan -- one that fits your unique circumstances and can adapt with you. Planning your financial future can be a daunting task. That's where Northpoint Wealth Management comes in. We're trained and registered professionals, and we can draw on years of investment planning experience when creating a long-term strategy. We can help you answer the questions you may have about your financial future, such as:

Will I be able to retire early?

How much money will I need in order to retire?

How can I get the most out of my 401(k)?

Should I have a traditional IRA or a Roth IRA?

Are there ways I can position my investments for higher potential returns while striving to reduce risk?

Are there ways I can "inflation-proof" my investment income?

Do I need disability income insurance? Long-term care insurance?

How can I help ensure that I have an effectively designed estate planning strategy?

What do I need to know about wills, trusts, and probate?

We offer financial products and services tailored to your individual needs. We are committed to you for the long term.

Northpointe Wealth Management and Wells Fargo Advisors Financial Network are not tax or legal advisors. Investment and trust products and services are offered through affiliates. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.