Getting Started
with East Pointe Wealth Advisors
What’s the key to finding your financial clarity? Collaboration.
East Pointe Wealth Advisors is dedicated to helping business owners like you meet your financial goals by working closely with your team of CPAs and attorneys. Through my integrated services of in-house financial planning and investment management, I address every angle of your financial picture.
Serving clients across Louisiana and Texas, I offer financial planning and private real estate investments via remote and in-person meetings. Communication is critical, with prompt responses being a priority with my clients.
I’ve built my firm by collaborating with hardworking business owners and executives who understand the importance of proper financial planning. I build partnerships with my clients and fight for every edge in their finances to help them achieve their short- and long-term goals.
Am I right for you? Let’s find out.
Advice Can't Be "Set It and Forget It"
Most advisors limit their advice to stocks and bonds, leaving questions about taxes, real estate, and small businesses unanswered. I believe a comprehensive advisor expands their knowledge base to deliver answers on your entire net worth.
Opportunities to Grow Your Wealth Shouldn't be Limited
You’ve accumulated wealth through years of hard work and diligent saving. As you determine your long-term goals, such as financial freedom or paying for your kid’s college tuition, you need an investment strategy tailored to preserve, protect, and grow your wealth as needed.
With a mindful approach to the effect that taxes have on your investments, my advice extends beyond the realm of stocks and bonds to find the investment strategy that works best for your specific needs.
Using real estate alongside stocks, bonds, and tax strategies, I help build net worth for my clients.
Here’s how I do it:
Utilizing an Evidence-Based Investing Approach
Constructing Portfolios Using Proven, Risk-Based Investments
Continuously Monitoring Your Investments & Maintaining Liquidity When Needed
Incorporating Alternative Investments Such As Private Real Estate Investments When Appropriate
Focusing on Rules-Based, Low-Cost Investments That Include Individual Stock And Exchange Traded Fund (ETF) Positions.
Incorporating Tax-Minimization Strategies
My Holistic Planning Process
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I learn about what you need from your advisor in our first meeting. I firmly believe that finding the right fit is critical in working with an advisor, so I’ll introduce myself and my services. I’ll discuss the Fee structure and answer any questions you may have.
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During this interactive meeting, I’ll go in-depth in my understanding of your current financial status, future wants and needs, potential “what if” scenarios and learn more about your goals. This conversation will help me develop solutions to your goals and concerns.
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I develop your family’s financial plan to address your goals and concerns. During my presentation of the financial plan, I will outline my recommendations to readjust your assets to best align with your goals in a tax-efficient manner. I’ll walk you through the paperwork and any outstanding items.
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With a list of prioritized action items, I work with you to answer any questions and complete your to-do list. For any accounts that need to be transitioned, I’ll provide weekly communications regarding the status of the transfers and any tax considerations.
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I’ll get you connected with our online client portal and mobile app, allowing you to access all your finances anytime, at your convenience. In this meeting, we will review your account statement and ensure you’re staying on track toward your goals.
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As we move into an ongoing partnership, We’ll begin discussing other aspects of your finances, including tax and health insurance planning, coordinating with your trusted professionals, understanding the likelihood of achieving your personal goals and updating your assets and liabilities. When action is required by you, I’ll provide you with clear steps for you to complete, and if you prefer, I will work with you to get them done.
You have questions today. And my answers are just the start.
My financial plans for your success are not leather-bound documents that get dusty on a shelf. I am focused on frequent communication, maintaining flexibility today while working towards tomorrow’s goals. This approach affords me the opportunity to adjust to life’s inevitable changes.
Because I work with a specific type of client—business owners and executives—I frequently work through similar problems and can present multiple solutions. My advice provides you with new insights and comfort in your decisions.
Begin With Your Complimentary Call
