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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
Financial services for individuals

Families
Financial services for individuals

Business Owners
Financial services for individuals

Individuals
Financial services for individuals

Entities

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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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Investment Management

Custom tailored to your needs, our approach uses tax-efficient trading & cost considerations along with a multi-asset class process and a mix of growth, stable and diversifying assets to produce consistent & attractive returns over time.
risk management financial services

Tax Analysis

Every investment has costs. As your wealth grows, so do your tax obligations. Sunpointe’s proactive approach helps guide clients in tax-efficient investing to minimize taxes and maximize gains.

risk management financial services

Risk Management

Risks are personal and unique and there is no one-size-fits-all strategy when it comes to managing risk. At Sunpointe, we work to create custom plans based on your needs, to protect your wealth.

risk management financial services

Financial Planning

Financial security is important to everyone, not just for themselves but for their future generations as well. At Sunpointe, we listen closely, and use our expertise to craft personalized financial plans to achieve our clients’ goals.

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Our Partners

Find out more about our advanced technology platform, and partnerships designed to provide superior client service

Our Insights

Get insights from our blog, white papers, and industry resource center.

Our Team

Learn more about our key team members.