Family Office Wealth Management
Planning Thoughtfully, Investing Wisely™
Who We Serve
Successful
Entrepreneurs
Business
Owners
Multi-Generational
Family Offices
Real Estate
Investors/Developers
Professional
Sports Athletes/
Sports Executives
Message
from the Founders
We founded Element Pointe to create a firm and a culture that honors our obligation as a fiduciary to always put our clients’ interests first. Too often, wealth management services at banks and brokerage firms focus on the interests of the financial institution, rather than the best interests of clients. Commission incentives and sales cultures create inherent conflicts of interest that can adversely impact clients’ portfolios. As a fee-only, independent registered investment adviser, we never earn commissions or referral fees for the sale of financial products.
As a fiduciary, our core goal is to align our interests with the interests of our clients and, in doing so, provide objective, transparent, and knowledgeable advice. Through our open-architecture investment platform, experienced executive team, relationships with qualified custodians who safeguard clients’ assets, and strategic technology alliances, we empower our clients to have greater insights into their investment portfolios and their overall financial picture.
Thank you for taking the time to learn more about our firm. We welcome the opportunity to speak with you and, more importantly, to listen.
Error: Contact form not found.
Client Login
For your convenience, the following links will provide direct access to your account and portfolio information.
..to be redirected to Element Pointe portfolio analysis, asset allocation information, and comprehensive performance reporting for your accounts.
..to be redirected to Charles Schwab website for access to your personal account information.
..to be redirected to Fidelity’s website for access to your personal account information.
By clicking on the links above, you will be leaving the Element Pointe website and entering a third party website that is not maintained by Element Pointe Family Office. Such websites may contain terms and conditions, privacy provisions, confidentiality provisions, or other provisions that differ from the terms and conditions applicable to this website. Links to other Internet services and websites are provided solely for the convenience of users. All products, services and content obtained from a linked website are provided “as is” without warranty of any kind, express or implied, including, but not limited to, implied warranties of merchantability, fitness for a particular purpose, title, non-infringement, security, or accuracy.
Charles Schwab
You are now leaving the Element Pointe Family Office Website and will be entering the Charles Schwab & Co., Inc. (“Schwab”) Website.
Schwab is a registered broker-dealer, and is not affiliated with Element Pointe Family Office or any advisor(s) whose name(s) appears on this Website. Element Pointe Family Office is independently owned and operated.Schwab neither endorses nor recommends Element Pointe Family Office. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor.Schwab has agreements with Element Pointe Family Office under which Schwab provides Element Pointe Family Office with services related to your account. Schwab does not review the Element Pointe Family Office Website, and makes no representation regarding the content of the Website. The information contained in the Element Pointe Family Office Website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.