Sunpointe Investments

A Brighter Financial Future

Sunpointe was created for business owners, busy professionals, individuals and families who desire transparency, simplicity, and personal service in their financial lives. With deep expertise in behavioral finance, we listen first, ask questions, and only then provide a thoughtful plan specifically for you.

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“Many of our clients have been with us for over 10 years, following us through two firm transitions. This is a testament to the true partnership we develop with the business owners, professionals and families we work with.”

- Michael M. Pompian, Founder

Who We serve

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our values

Behavioral Finance Expertise

We deeply understand the psychology of risk taking. Our process coaches our clients through the financial decision making process.

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Transparency

We are fee only and don’t take compensation from third parties. We have no proprietary products. We are our clients’ fiduciary.

Innovation

Through our comprehensive focus, we tap strategic opportunities, technology advancements, and alternative investment solutions to create holistic wealth plans.

Personalized Service

Our team works with clients based on skills that best suit their needs. Clients value our personal partnership approach.

A team of professionals working for you. Peace of mind and a brighter financial future are yours.

core services
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