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A Brighter Financial Future

Financial Advisors & Wealth Management

Investment Management

Our intuitive way of designing portfolios allows you to easily understand drivers of risk and return so you can feel confident about your financial life.

Financial Planning

Our planning process, which puts you at the center, incorporates our behavioral finance research and helps you identify and achieve your key financial milestones.

Risk Management

We review your insurance arrangements and make sure you are getting the best coverages for the most efficient prices.

Tax Efficiency

We continuously analyze your portfolio to ensure the taxes are kept low to help compound wealth.

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.

“Many of our clients have been with us for over 10 years. This is a testament to the true partnership we develop with the business owners, professionals and families we work with.”

– Michael M. Pompian, Founder

Experienced Fiduciary

Sunpointe Investments was created to guide families, individuals, and institutions to the sound decisions that establish financial security. With deep expertise in behavioral finance and a disciplined approach to financial management, our team strives to protect and enhance your capital. As a fiduciary we are obligated to put your needs above our own, therefore our ultimate goal is your success.

Published Works

Over the past twenty years, Michael has written five books on behavioral finance and emotional investing to help clients make better investment decisions and reach their goals. His latest work below on the left is designed to help individuals recognize and better manage their behavioral investing biases in any stage of life or market environment.

Available on Amazon
Available on Amazon
Available on Amazon
Available on Amazon
Available on Amazon