Wealth Management in St. Louis
St. Louis is Sunpointe’s home and headquarters. Our team here serves families, business owners, and executives, bringing family office depth and wealth management grounded in behavioral finance.
Your St. Louis Family Office Team
Sunpointe is headquartered in St. Louis, with our office in the Clayton business district, where our founders built a firm owned by the people who work here. We bring investments, financial planning, family governance, and tax and estate coordination together for your family, with the depth of a family office and without the need to build and staff one. We also serve business owners and executives through our wealth management relationship. Whichever fits your situation, you work with the same St. Louis team, grounded in behavioral finance and focused as much on how you make decisions as on the numbers.
- You work with a team that knows your family, your goals, and your history.
- Your investments, planning, and reporting are coordinated through one relationship.
- We meet in person at our St. Louis office and stay in touch between meetings.
- Behavioral coaching is part of every conversation, especially when decisions carry high stakes.
Office Details
8301 Maryland Avenue, Suite 300
St. Louis, Missouri 63105
Services Available in St. Louis
Every Sunpointe service is available from our St. Louis office and coordinated through one relationship. These three services sit at the center of how we work with St. Louis families.
Behavioral Finance
Our approach is shaped by Michael Pompian, who wrote the CFA Institute’s behavioral finance curriculum, and behavioral coaching is part of every client relationship.
Portfolio Management
We bring institutional discipline to your portfolio, with a two-category risk framework and access to select alternative investments.
Family Governance
We help families define their mission and values, guide family meetings, and prepare the next generation for the responsibilities ahead.
Ready to Meet Our St. Louis Team?
Start with a conversation at our Clayton office or by phone. Tell us about your family, your business, or the decision on your mind, and we’ll help you see where to begin.
Who We Serve in St. Louis
We serve multi-generational families, business owners, and individuals in transition across the St. Louis region, including West County, and our approach adapts to the situation each one brings.
Business Owners & Entrepreneurs
From long-established family businesses to founders in St. Louis’s growing technology and bioscience community, we help owners plan for growth, succession, or a sale.
Multi-Generational Families
For St. Louis families whose wealth now spans several generations, we coordinate investments, estate planning, and family governance through one relationship.
Individuals & Families in Transition
Frequently Asked Questions
Answers to common questions about working with Sunpointe in St. Louis.
Sunpointe’s headquarters is at 8301 Maryland Avenue, Suite 300, in the Clayton business district of St. Louis County. The office is easily reached from I-64 and I-170, and MetroLink serves downtown Clayton. Clients are welcome to meet with us in person, and we also meet by phone when that is more convenient.
Yes. Sunpointe provides family office services from its St. Louis headquarters, bringing investments, financial planning, family governance, and tax and estate coordination together for families with complex needs. Families receive that depth without building and staffing an office of their own. Sunpointe also serves individuals and business owners through its wealth management relationship.
Building a single-family office means hiring staff, managing vendors, and taking on the cost of running an organization. A multi-family office like Sunpointe gives your family access to an experienced investment, planning, and governance team, along with institutional research and investment opportunities, without that overhead. The resources are shared, but the attention is not: your team knows your family members, your history, and your goals, and the work is built around your family alone.
Yes. Sunpointe works with St. Louis individuals and families navigating business sales, inheritances, and retirement. We help you understand what has changed, plan before acting, and coordinate with your CPA and attorney, with behavioral coaching that gives important decisions the time they need.
