Planning Thoughtfully,
Investing Wisely.
Element Pointe Advisors, LLC is a wealth management and family office advisory firm serving high net worth clients.
Our solutions at a glance
Element Pointe Advisors, LLC is an investment management and family office advisory firm. The firm is independently owned and operates as an SEC-Registered Investment Adviser. As a fee-only advisor, our goal is to provide objective advice, free of outside influence. Our services include:
Portfolio
Management
& Advice
Cash Flow
& Liquidity
Management
Account
Aggregation &
Consolidated Reporting
Coordination of activities
between tax & legal advisors,
banks, and trustees
Message
from the founders
We founded Element Pointe Advisors to create a firm and a culture that always puts 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 interests that can adversely impact clients’ portfolios. As a fee-only, independent registered investment advisor, we never earn commissions or referral fees for the sale of financial products.
Our core goal is to align our interests with the interests of our clients, and to provide objective, transparent, and knowledgeable advice. Through our open-architecture investment platform, experienced executive team, relationships with qualified custodians to ensure safeguarding of 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.
