A complete list of active advisors currently associated with Northpoint Wealth Financial Services, LLC

Warmer can help you find a great advisor at Northpoint Wealth Financial Services, LLC or one who fits your needs even better.

Northpoint Wealth Financial Services, LLC is a state-registered investment adviser that provides discretionary portfolio management primarily through third‑party platforms and pooled solutions. The firm advises accounts established on the Altruist custodial platform and may recommend third‑party programs such as Dunham’s Custom Asset Allocation Plan, while also accepting individual retirement, small‑business, and trust accounts. The firm implements investment strategies using model portfolios, the Altruist Model Marketplace, and third‑party allocation programs, with an emphasis on asset‑allocation diversification and periodic rebalancing. Northpoint has added tax‑management functionality for taxable accounts — including tax‑sensitive rebalancing and tax‑loss harvesting — and conducts ongoing discretionary monitoring of client portfolios. What distinguishes Northpoint from many peers is its participation in wrap‑style and model marketplace programs (through Dunham and Altruist), a structure that is uncommon for firms in this category, and its servicing of non‑high‑net‑worth individual clients as well as pension or profit‑sharing plan clients. As a small, single‑advisor practice that recently confirmed continued operations, the firm also makes use of platform subscription options and applies a separate charge for monitoring certain cash sweep balances, which may affect how services are delivered.

To learn more about the advisors currently working at Northpoint Wealth Financial Services, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.