A complete list of active advisors currently associated with Vestpointe Wealth Management, LLC

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

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.

To learn more about the advisors currently working at Vestpointe Wealth Management, 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.