Core Services

Risk Management

Core Services

We are a risk management firm specializing in protecting and managing your wealth

Insurance plays an important role in your wealth management plan, mitigating your risks and protecting your wealth during challenging life moments.

There are risks you will face in life, business, and health. What you may encounter is very personal and unique to your situation. There is no one-size-fits-all approach to risk management.

We custom tailor your plan to meet your needs and develop a strategy to manage your risk. We will help uncover the unknowns you may face and put a plan in place to prepare you financially and protect your wealth.

Risk Management Services

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Types of Insurance

Risk management services for individuals, families, and institutions

Different types of Insurance are used for different needs:

While many firms only focus on managing client assets, we also work to help manage clients’ risks. Open architecture is critical to finding the best solutions to mitigate risk for our clients. We have access to over 150 carriers in the US and Canada and search a broad universe for solutions that best fit our clients’ needs.

Whether it is personal lines to cover your home and autos, corporate insurance to protect your business or life or long-term care to protect your family – Sunpointe has sought out best-in-class partners to meet your needs.

  • Life insurance review and needs analysis
  • Long-term care review and needs analysis
  • Long-term care options / hybrid policies
  • Annuity review when applicable
  • Umbrella / personal liability coverage
Additional Services:

Investment Management services

Investment Management

Financial services for individuals

Tax Analysis

Financial services for individuals

Financial Planning

How to reach us

8301 Maryland Avenue, Suite 300
St. Louis, Missouri 63105

One Harbour Place, Suite 305
Portsmouth, NH 03801

Email: info@sunpointeinvestments.com
Phone: 314-880-0821
Fax: 314-551-9147

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    • Check the background of your financial professionals on FINRA’s BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Investment Advisory Services offered through Sunpointe LLC. Certain representatives of Sunpointe LLC are also registered representatives of, and offer securities through APW Capital, Inc., Member FINRA/SIPC. 100 Enterprise Drive, Suite 504, Rockaway, NJ 07866, 1-800-637-3211. Sunpointe, LLC and APW Capital, Inc. are not affiliated companies.
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