It is with great excitement that we announce Matthew Zeigler and Lisa Kearns have joined Sunpointe Investments. Matt joins as a Managing Director and Private Wealth Advisor, and Lisa joins as a Client Associate.
Matt and Lisa bring several decades of combined experience in financial planning, disciplined investing, and, most importantly to Sunpointe’s culture, empathetic client service.
As our firm continues to grow, we remain focused on developing partnerships where we find shared values and complementary skills. Matt and Lisa’s passion for education and translating complex issues into actionable steps fits right in with our broader mission.
If you are just encountering our firm for the first time, here is some further information about what we do:
Sunpointe Investments is an independent, SEC registered investment advisor committed to building lifelong partnerships with families and family offices. Through a team of experts, the firm provides integrated wealth management as well as retirement, insurance, tax, business, and estate planning. As plans, markets, and other variables inevitably change, we help our clients evolve with them – always focusing on what matters to each client most. Headquartered in St. Louis, the firm was founded by Michael Pompian, CFA®, CAIA®, CFP® in 2016.
Clients located across the United States have entrusted us with $3 billion of their wealth, and we are growing. We have offices in Missouri and New Hampshire, and a mix of in-office and remote employees. We deeply understand the value of face-to-face and the convenience of remote accessibility and are happy to accommodate each.
As a 25-year veteran of the financial services industry, Michael previously led the $8 Billion Private Client segment for Mercer, a division of Marsh and McLennan.
Michael’s vision in starting Sunpointe was to create a company with the expertise, experience, and resources of a large firm, without losing the impact and flexibility of the smaller team service relationship. With an emphasis on transparency, client education, and behavioral finance, Sunpointe today has a reputation for delivering institutional-quality financial planning and investment management across the entire spectrum of wealth.