^{About Us}
Financial Guidance That Feels Like a Partnership

^About
Let's Skip the Formalities

We started this firm because we saw too many people feeling talked at — not talked with — when it came to their money. That didn't sit right with us. We believe the best financial plans come from real conversations between real people, and that's exactly how we work. We'll ask you the big questions, give you straight answers, and build a strategy that actually fits the life you're living today. If you're looking for a team that treats you like a partner instead of an account number, you're in the right place.

^{What Makes Us Different}
What You Can Expect From Working With Us

We do things a little differently, and we think you'll appreciate why.

Our Mission

Our mission at La Pointe Wealth Advisors 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.

Our 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.

Our Guiding Principles

INTEGRITY

We conduct ourselves with the highest degree of professional courtesy, accuracy and ethics. Our team cares deeply about the well-being of you and your loved ones, which we demonstrate through our continuing education, diligent market research, effective collaboration and personal service.

COMMUNICATION

Our relationship with you will be built on mutual respect, trust and our commitment to your success. As this relationship grows, we will maintain strong communication through timely newsletters, annual portfolio reviews and ongoing personal contact.

UNDERSTANDING

We know you have unique needs and concerns about planning for your future, providing for your family or running your own business. Our team always places your interests first and develops strategies designed to help you meet your goals and objectives.

OBJECTIVITY

Through our broker/dealer LPL Financial, we have access to objective research and a comprehensive array of industry leading tools, resources and technology. LPL Financial does not develop its own proprietary investment products, empowering us to serve you with well-informed, personalized guidance.

^{Meet The Team}
The People Behind the Plan

Our Wealth Advisors and Service Specialists work directly with you to ensure a smooth transition during the account set up period and are ready to answer any questions you may have along the way. We work hard to establish a relationship built on integrity, experience, teamwork & results.