Vestpointe Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$115,447,019
Clients
89
Advisors
2
of 3 employees
About
Vestpointe serves individuals—including high‑net‑worth clients—along with pension and profit‑sharing plans and businesses, offering investment management, wealth advisory, financial planning, and consulting services. The firm also provides ERISA plan consulting, trustee and bill‑paying services, and works with third‑party managers and TAMP platforms as part of its service mix.
Vestpointe generally manages client portfolios on a discretionary basis using a mix of model strategies and a tactical VISTA sleeve, applying macro, fundamental and technical analysis to construct and monitor allocations. Portfolios may include unaffiliated REITs and, for accredited investors where appropriate, alternative exposures such as leveraged or inverse ETFs, and the firm routinely uses third‑party platforms (including AssetMark) and sub‑advisers for unified managed account solutions.
Noteworthy distinctions include Vestpointe’s role as investment manager to pooled investment vehicles formed by clients (client‑formed LLCs), a private‑fund adviser activity the brochure highlights along with related conflict‑management procedures. The firm is also affiliated with an accounting practice that it commonly recommends for implementation services, and it discloses and uses client testimonials and endorsements in its marketing with stated disclosures and compliance controls.
Client services
Expertise
Fee options
Fixed fees for financial planning and consulting services are offered; negotiated per client.
$0 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.80% $2,500,001 - $5,000,000: 0.60% $5,000,001 - $7,500,000: 0.40% $7,500,001+: 0.20%
Certain financial professionals are licensed insurance agents and receive commissions on insurance product sales.
Consulting and financial planning may be billed hourly; rates negotiated per engagement.
Account minimum: $500,000 Fee-only: Financial planning and consulting fees are separately negotiated, either fixed fee or hourly; no minimum fee; fees estimated and agreed upon prior to engagement; fees up to $1,200 pre-paid no more than six months in advance.
Main office
7373 E. Doubletree Ranch Rd., Suite 175
Scottsdale AZ 85258
Advisors at this office
2
Most active in
Arizona
Also doing business as
Encompass Wealth Management, LLC · Vestpointe Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Joseph M
CFP®
Scottsdale, AZ
Vestpointe Wealth Management, LLC
Joseph McCabe III is a CFP® professional with 25 years of industry experience, currently serving at Vestpointe Wealth Management, LLC in Scottsdale, AZ. He has operated his own CPA practice since 2006, focusing on tax preparation and consulting. In addition to his advisory work, Mr. McCabe is a licensed insurance agent, offering life, health, and fixed annuities. Vestpointe Wealth Management serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans, providing wealth management, financial planning, and trust administration services. The firm uses a combination of macro, fundamental, and technical analysis to manage discretionary portfolios guided by written investment policy statements.
Michele M
Series 65
Scottsdale, AZ
Vestpointe Wealth Management, LLC
Michele McCabe is a financial advisor at Vestpointe Wealth Management, LLC with six years of industry experience. She holds a Series 65 designation and has worked at Joseph I. McCabe III CPA, P.C. since 2004, providing administrative and bookkeeping services. In addition, she owns and operates MIII Consulting, offering bookkeeping services to clients outside the investment field. Vestpointe Wealth Management serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans. The firm provides wealth management, financial planning, ERISA plan consulting, trust administration, and bill-paying services, employing a combination of top-down macro, fundamental, and technical analysis alongside tactical strategies and model portfolios.
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