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

Tax Analysis

Financial Planning

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