Focus
I provide comprehensive wealth & investment planning, and strategic investment counsel and advice to our clients.
Background and experience
I am the founding member of the Slates Wealth Management Group of Northpointe Wealth Management. I am a Private Investment Management Portfolio Manager and the Managing Partner. I have been a Wells Fargo Advisors Financial Network Platinum Council Advisor consecutively from 2007-2023. The Platinum Council (previously known as Premier Advisor) distinction is held be a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.
For over three decades I have helped clients address their financial concerns and develop strategies by focusing on each individual’s specific needs. With extensive experience in markets both good and bad, I have dedicated my career to delivering the promise of personalized investment planning services clients seek and deserve.
I began my career as a Financial Advisor with Merrill Lynch in Columbus, where I developed fundamental investment knowledge. In 2004, I earned the Certified Investment Management Analyst (CIMA®) certification by completing a rigorous educational program at the University of California, Berkeley’s Haas School of Business. I joined Wells Fargo Advisors in 2007 to take a team approach in providing personalized financial advice for individuals and families.
In March, 2022, our team moved to the Independent channel at Wells Fargo Advisors Financial Network and formed Northpointe Wealth Management. I am an active member of the Investment Management Consultants Association (IMCA), a leader developing a code of conduct, disclosure, and ethical standards for the financial services industry.
I have been recognized as a 2023 Forbes Best-in-State Wealth Advisor. 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com).The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
I earned a Bachelor’s of Arts in Organizational Behavior with a minor in Economics from Brown University in Providence, Rhode Island. At Brown, I was a member of Delta Tau Delta fraternity, and a four-year starter in football, earning All-Ivy honors in 1990.
Away from the office
I serve on several non-profit boards, including Dublin Methodist Hospital development board, LiFESports, providing life skills through sports to our most vulnerable youth, and the 3rd & Goal Foundation, serving America’s wounded warriors. I spend my free time with my wife, Dawn, and our four extremely energetic children; Regan, Layne, Joey, and Brynn. The Slates family stays active both physically and mentally, whether it’s coaching or playing several sports; including: football, soccer, basketball, lacrosse, and tennis.
California Insurance License Number: 0H05839. Resident state [OH]
Managing Partner
PIM Portfolio Manager
CIMA
Timothy Roberts, CFP
Managing Partner
PIM Portfolio Manager
Focus
With a deep commitment to helping clients secure their financial futures, Tim continues to lead with integrity, building lasting relationships and delivering tailored financial strategies to meet each client’s unique needs.
Background and experience
Tim began his career in 2003 at UBS Financial Services in Columbus. In 2005, he partnered with David Slates, where David served as a mentor, helping Tim build a strong foundation in investment knowledge. Together, they have grown Northpointe into a distinguished wealth management team, dedicated to providing personalized advice to individuals and families.
Tim has been names to the Wells Fargo Advisors Platinum Council every year since 2014. The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structures.
Additionally, he was recognized by Forbes as one of the “Top Next-Gen Wealth Advisors” from 2017-2022 upon attaining the age of 40. The Northpointe team has earned the title of one of the “Top Wealth Management Teams” in the state of Ohio by Forbes each year since the program’s inception in 2022. In 2019, Tim also completed the rigorous certification process to earn his CERTIFIED FINANCIAL PLANNER® designation.
Before beginning his career in the financial services industry, Tim earned a Bachelor’s degree in Chemical Engineering at the University of Dayton. He then spent nearly five years working in research and development for the Department of Defense through a private contractor, where he applied his analytical skills and attention to detail.
Away from the office
Tim spends his free time with his wife, Paige, a practicing dentist, his twins, Noah and Isabelle and his step-sons, Evren and Emre. Much of his free time is spent supporting his active children in various sports, particularly club soccer. When not cheering from the sidelines, Tim enjoys watching the Buckeyes and entertaining his family and friends.
California Insurance License: OK12192. Resident state [OH]
2022 Forbes Top Next-Gen Wealth Advisors: Awarded August 2022; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors (AKA America's Top Next-Gen Wealth Advisors) rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2021 Forbes Top Next-Gen Wealth Advisors: Awarded September 2021; Data compiled by SHOOK Research LLC based on the time period from 3/31/20 - 3/31/21 (Source: Forbes.com). Third Party Award disclosures | Wells Fargo Advisors
2020 Forbes Top Next-Gen Wealth Advisors: Awarded July 2020; Data compiled by SHOOK Research LLC based on the time period from 3/31/19 - 3/31/20 (Source: Forbes.com). Third Party Award disclosures | Wells Fargo Advisors
2019 Forbes Top Next-Gen Wealth Advisors: Awarded June 2019; Data compiled by SHOOK Research LLC based on the time period from 3/31/18 - 3/31/19 (Source: Forbes.com). Third Party Award disclosures | Wells Fargo Advisors
2018 Forbes Top Next-Gen Wealth Advisors: Awarded July 2018; Data compiled by SHOOK Research LLC based on the time period from 3/31/17 - 3/31/18 (Source: Forbes.com). Third Party Award disclosures | Wells Fargo Advisors
2017 Forbes Top Next-Gen Wealth Advisors: Awarded July 2017; Data compiled by SHOOK Research LLC based on the time period from 3/31/16 - 3/31/17 (Source: Forbes.com). Third Party Award disclosures | Wells Fargo Advisors
2022 Forbes Top Wealth Management Teams: Awarded November 2022; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). The Forbes Top Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2023 Forbes Top Wealth Management Teams: Awarded November 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). Third Party Award disclosures | Wells Fargo Advisors
2024 Forbes Top Wealth Management Teams Private Wealth: Awarded November 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). Third Party Award disclosures | Wells Fargo Advisors
Managing Partner
PIM Portfolio Manager
CFP
Focus
I provide detailed, ongoing portfolio management of clients’ investments that fit into their comprehensive investment asset plan to help them achieve their individual goals.
Background and experience
I began my career as a Financial Advisor with Prudential Securities in Columbus in 1993. I spent 13 years building a diverse clientele of individuals, retirees and small business owners before joining Smith Barney in 2005.
In December 2018, I joined the Slates Wealth Management Group of Wells Fargo Advisors, taking a complete team approach to planning and portfolio management. I focus on a myriad of financial situations with clients that address their unique needs from financing a small business, to bridging short term financing, or enabling a new retiree to realize their retirement dreams.
I earned a Bachelor of Science degree in Business from Miami University. I was a Product Manager for a division of Black and Decker, maker of semiconductor capital equipment, as well as holding product presentations throughout the world for nine years prior to becoming a Financial Advisor.
Away from the office
I have been married to my wife, Lori since 1984. We have two grown children, Sarah and Ben. Since 1996, I have managed and organized the Salvation Army Shooters for Food Event. This event completely supports one of the three food banks in Central Ohio. In addition, I have been on the St. Brenden’s Finance Committee
(Hillard, OH) since 2022. In my spare time, I enjoy dog training and bird hunting across the country.
California Insurance License: 4111744. Resident state [OH]
Partner