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Financial Advisors & Wealth Management Firm

A Brighter Financial Future

Sunpointe Investments was created to guide families, individuals, and institutions to the sound decisions that establish financial security. With deep expertise in behavioral finance and a disciplined approach to financial management, our team strives to protect and enhance your capital. Our goal is your success, and we uphold ourselves to the highest fiduciary duties.

Sunpointe Investments Video

“Many of our clients have been with us for over 10 years. 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

Preserve your family legacy with informed decision-making, effective planning, and comprehensive family education.

Financial services for individuals

Business Owners

Reduce your risk, capitalize on valuable opportunities, and feel secure with strategic business planning and wealth management from our capable team.
Financial services for individuals

Individuals

We will help you better understand the leverage you have with your wealth and assets and how to effectively capitalize, preserve, and sustain your success.
Financial services for individuals

Institutions

Family offices, foundations, and other institutions can benefit from Sunpointe Investments’ financial management services, sound advice, and intelligent planning.

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    our values

    Behavioral Finance Expertise

    Financial decision-making goes deeper than many advisors realize. We are committed to understanding the psychology, values, and concerns that surround your assets, and will coach you through a sound process that allows you to overcome your fears and make secure investments.

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    Transparency

    We are fee-based, do not take compensation from third parties, and have no proprietary products. As our clients’ fiduciary, we uphold the highest standards of trust, transparency, and commitment.

    Innovation

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

    Personalized Service

    By focusing on your unique circumstances, goals, and desires, our team provides a structured plan for financial security. You will value our personal partnership and customizable services as we work together towards success.

    A team of professionals working for you. Sunpointe Investments is anchored in years of experience, a highly intelligent team, and an established background in behavioral finance. Combined with our cloud-based systems and exclusive financial tools, these credentials allow us to guide our clients through the dangers of poor asset management. As established financial advisors working nationwide, we will light the way to your brighter financial future.

    core services
    investment management financial services

    Investment Management

    We use tax-efficient trading and cost considerations along with a multi-asset class process and a mix of growth, stable, and diversifying assets to produce consistent and attractive returns over time.
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    Tax Analysis

    Every investment has costs. As your wealth grows, so do your tax obligations. Our proactive approach guides clients in tax-efficient investing to minimize taxes and maximize gains.
    risk management financial services

    Risk Management

    Financial security begins with risk mitigation, and our team focuses on your unique circumstances when building a strategy. We set the stage for stable investments, so you have the freedom to enjoy your wealth and maintain it over generations.
    risk management financial services

    Financial Planning

    Preparing and planning are essential for financial security. From budgeting to wealth transitions, our team helps you prepare for the future and generations ahead. With clearly defined processes and plans, you can expect peace of mind.
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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.