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Our Services
"Without leaps of imagination, or dreaming, we lose the excitement of possibilities.

Dreaming, after all, is a form of planning."
Gloria Steinem

With many Firms, you will see a "laundry list" of products and services on this page showing what they provide their clients. We pride ourselves in stating that we are different. We offer services to a select, limited clientele. Northpoint Wealth Management, LLC is a boutique firm that provides comprehensive financial services.

We provide financial, life-style planning and wealth management services to our select clients.

What does this mean, exactly? We first acknowledge that money is a tool, a foundation for our lives. It helps sustain what is important in our lives. Before we can develop a Financial Plan, we need to develop a Life Plan. The Financial Plan must support your Life Plan. This plan is as distinctive as you are.

You are coping with your children, grandchildren, health, careers, and businesses and trying to get through this current economic time. Nevertheless, even with these stresses, you have dreams. When did a financial planner ask you about your life and your dreams? This is the value-added service we provide to our select clients.

Many advisors tend to be reactive to transitions within your life. We try to build contingencies into your plan. Risk assessment and "what if's" are key components to your life and financial plan. We work as the quarterback of your financial plan. We coordinate with all your advisors, during, and after development of your Financial Plan.

It is Your Life. Your Dreams. Our Insight.

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Advisory Services Offered through Northpoint Wealth Financial Services, LLC. A Registered Investment Adviser. Northpoint Wealth Management, LLC is independent of Northpoint Wealth Financial Services,  LLC and The Family Wealth Consortium, LLC.

 



This communication is strictly intended for individuals residing in the state(s) of OK and TX. No offers may be made or accepted from any resident outside the specific states referenced.
 


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