Who We Serve
Our clients are individuals, families and charitable organizations who are looking for professional guidance in growing, protecting and managing their wealth.
Individuals
We will help you better understand the leverage you have with your wealth and assets and how to effectively capitalize, preserve, and sustain your success.
Families
Preserve your family legacy with informed decision-making, effective planning, and comprehensive family education. We help families solve complex financial situations.
Business Owners
Reduce your risk, capitalize on valuable opportunities, and feel secure with strategic business planning and wealth management.
Institutions
Family offices, foundations, and other institutions can benefit from Sunpointe Investments’ sound advice, and intelligent planning.