Ryan Heidenreich appointed to head Sunpointe Investments’ Kansas City office

Guiding the Decisions that Fortify Your Future

Most advisors just want to meet you at the top. We’re here to help you the entire ride.

FOUNDED IN 2016

Sunpointe is a multi-family office, with a heritage in institutional investment consulting, created to deliver transparent investment advice to families with complex needs while leveraging the best technology available. Our objective was and continues to be on simplifying our clients’ financial lives so they can focus their attention on reaching their personal aspirations. With our thought leadership in behavioral finance, which helps clients’ investment decision-making, our firm has grown to meet the comprehensive wealth management needs of a broader group of families and business owners.

Whatever your needs and wherever you are on your financial journey, we partner with you every step of the way.

With a powerhouse team and a commitment to personal attention, we help you navigate your path to success, one strategic move at a time.

At Sunpointe Investments, we marry an in-the-weeds, garden glove service philosophy with a depth and breadth of investment, operational, and family planning capabilities to turn financial complexity into clarity, confidence, and peace of mind.

Mission & Values

Our goal is your success, and we uphold ourselves to the highest fiduciary standard.

You can expect personal, proactive attention from your dedicated team:

Michael Pompian

Founder, Chief Investment Officer

CFA®, CAIA, CFP®

Jack Dwyer

President

CFA®, CAIA

Douglas A. Nelson

Managing Director & Private Wealth Advisor

Matthew Zeigler

Managing Director & Private Wealth Advisor

Ryan Heidenreich

Managing Director & Private Wealth Advisor

Jocelyn Hillis

Director of Operations

Lee Boudouris

Director of Research

CAIA, CIPM

Angela Pompian

Chief Compliance Officer, Wealth Advisor

Benjamin Tuscai

VP of Financial Planning & Private Wealth Advisor

CFP®

Shanglin (David) Zou

Finance Operations Associate

Lisa Kearns

Wealth Management Client Associate

Kristine Bailey

Wealth Management Client Associate

Scarlett Ni

Operations Analyst

Insights