Illuminating Your Financial Future
We chose the name Sunpointe because we aim to shine a bright light of transparency on key aspects of wealth management, like fees and conflicts of interest, which are often overlooked by others.
Our name reflects our commitment to providing clarity and guidance in the often complex world of finance. You deserve a clear picture of your financial situation — and we strive to be the bright light, guiding you toward your goals.
Our Story
Sunpointe was founded in 2016 by a team of professionals who moved from a large institutional firm to better serve clients’ interests. Our firm is not owned by outside investors, ensuring that our focus remains solely on the best interests of our clients. Built on decades of institutional investment expertise, we offer a sophisticated, yet personalized approach to helping individuals and families navigate the complexities of wealth with clarity and confidence. As a boutique firm, we provide the dedicated attention and strategic guidance you deserve.
Guiding Principles
- Open and honest communication at every stage.
- Working as a true partner aligned with your goals and values.
- Tailoring our approach to your circumstances and aspirations.
- Continuously seeking new and better ways to serve our clients.
See how we’ve helped clients achieve their financial goals. Dive into our case studies to learn more about our approach and results.
Mission & Values
Most advisors just want to meet you at the top.
We’re here to help you the entire ride.
Strong moral principles are our compass.
Sunpointe symbolizes clarity.
Your behavioral finance coach
We serve our clients. Period.
We are accountable only to their satisfaction. We are accountable to each other, including our dedication to excellence, innovation, alignment, and clarity.
You can expect personal, proactive attention from your dedicated team:
Michael Pompian
Founder, Chief Investment Officer
CFA®, CAIA, CFP®
Jack Dwyer
President
CFA®, CAIA
Matthew Zeigler
Managing Director & Private Wealth Advisor
Ryan Heidenreich
Managing Director & Private Wealth Advisor
CFP®
Rob Mooney
Managing Director & Private Wealth Advisor
CPM®
Angela Pompian
Chief Compliance Officer, Wealth Advisor
Lee Boudouris
Director of Research
CAIA, CIPM
Jocelyn Hillis
Director of Operations
Benjamin Tuscai
VP of Financial Planning & Private Wealth Advisor
CFP®
Shanglin (David) Zou
Financial Analyst
Lisa Kearns
Wealth Management Client Associate
Kevin Kaleta
Wealth Advisor & Portfolio Associate
Kyle Freels
Operations Manager
Kyle Neese
Wealth Advisor & Portfolio Manager
CFA®
Let’s Discuss Your Financial Future
We’re here to answer your questions and explore how Sunpointe can help you achieve your financial goals.
