Financial Planning

Financial Advisors and Financial Planning Services

We listen closely and craft personalized financial plans to achieve your goals.

Financial security is important to everyone and may seem intimidating, but it does not have to be.

At Sunpointe, we listen closely and use our expertise to craft personalized financial plans to achieve our clients’ goals.

Our expert team has over twenty years of experience in wealth management which allows us to understand the nuances of the market and help our clients navigate the uncertainties.

How much money do you need to save to reach your goals of retirement, education, or a wedding? We can help you visualize this and help you track progress with our advanced planning tools that offer you real-time access to our financial picture. Use our financial planning calculator and learn more about your goals.

Let's talk!

Schedule a conversation so we can learn about you.

Other Financial Services

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Investment Management

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Risk Management

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Tax Analysis

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Who We Serve

Our clients are individuals, families and charitable organizations who are looking for professional guidance in growing, protecting and managing their wealth.

Family Offices

Preserve your family legacy with informed decision-making, effective planning, and comprehensive family education. We help families solve complex financial situations.

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.

Business Owners

Reduce your risk, capitalize on valuable opportunities, and feel secure with strategic business planning and wealth management.

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