Our Strategic Alliance
Effective financial planning can sometimes require a team of experts working together to serve your best interests. In such situations, we are the quarterback who makes sure everyone is working together to achieve the best possible results. If you have existing team members you trust, such as your CPA or attorney, we are happy to work with them, and we can also bring in our subject-matter experts as needed. Our primary strategic alliance is detailed below.
At Pointes North Wealth Management, we embrace a team philosophy, and encourage clients to leverage existing relationships with their trustees, attorneys, and accountants to ensure that as your advisors, we can take a comprehensive approach when creating financial solutions for you, your business and your family.
We believe our proactive, collaborative and forward-thinking techniques allow us to provide the most innovative and tailored financial strategies for our clients. This combined with our relationship first perspective and commitment to meeting our obligations as fiduciaries sets us apart from other advisors within the financial services industry.