Welcome to La Pointe Wealth Management

Have you ever wondered who your financial advisor really works for? La Pointe Wealth Management has no obligation to investment product providers or home office quotas that may lead to a conflict of interest. We’re powered by LPL Financial, the nation's largest independent broker dealer for 16 consecutive years.* This relationship enables us to keep your interests first at all times. We work for you, not Wall Street.

*Based on total Revenues, Financial Planning Magazine 1996-2017

 

 


La Pointe Wealth Management provides objective financial advice. We specialize in fee-based investment management, NOT COMMISSIONS, which allows you and your financial advisor to share a common goal—to grow the value of your assets. Investing shouldn’t be an end in itself but rather a means to help you reach your goal. What matters most is that your financial portfolio enables you to live the life you've envisioned.

Whether you are close to retirement or looking to start a college savings plan we are able to assist you in all of your financial needs. We offer access to investments in stocks, bonds, mutual funds, and tax-advantaged investments. No matter what questions or challenges, we work with you to develop the financial strategies that will help you realize your dreams.