Our Mission and Values

MISSION STATEMENT

Our mission at La Pointe Wealth Management is to help build and preserve your financial future through an alliance of comprehensive financial planning and disciplined asset management. We aspire to provide clients with premier investment advice and services, using independent, objective research and nonproprietary products.

VISION

By providing a client centered approach, we will guide our clients in making the right decisions for their future. We will accomplish this through education, communication and service which exceeds our clients’ expectations.

COMMITMENT TO OUR CLIENTS

  1. Provide our clients with world class portfolio management.
  2. Simplify your financial life.
  3. Be proactive when we see an opportunity to help our clients.
  4. Take the time to educate our clients.
  5. Be committed to our mission.