Our service model was designed for today’s occupied person who wants the personalized attention of a dedicated wealth manager with the convenience that automation brings.

Sensitivity to your time is paramount. As such, our advisors and team are trained to operate in as efficient a manner as possible to eliminate unnecessary steps that cost you time and slow down the process.

Everyone has different needs, however over our decades of experience we’ve found that individuals in the following categories typically are served best by these services: 


About to retire, or already retired?


Experiencing a life event


Seeking guidance on a particular topic




As you strive to grow your personal net worth, the financial challenges you face become increasingly complex. Financial planning is a broad term used to convey the notion of working with analytical models to define a plan that evolves as you journey through life. Financial planning encompasses many different disciplines such as tax, charitable and retirement strategies. 


Retirement Planning

Retirement planning is the process of evaluating your current financial standing and creating a strategy to help ensure that you achieve your desired retirement lifestyle. Through this process, we match your goals with financial realities, always with a focus on providing you with a lifetime of income after you retire. 

Charitable Strategies

Charitable planning allows you to make important decisions about how your assets can be used to support the causes and organizations that you believe add value to your community. What legacy do you want to leave to the world? 


Tax Planning

Especially for high income earners, navigating your tax situation can be overwhelmingly complex. Do you really want to face this alone?

Our advisors will work with you to assist with intelligent management of your tax planning which may include strategies such as optimizing efficiency using tax deferred or tax free vehicles, managing tax loss carryforwards, tax harvesting, and optimizing unrealized gains or losses on concentrated positions.



At Viewpoint we believe that markets are efficient, and are made even more so by today’s technology, which brings an incredible volume of information to the investing world at mind-numbing speed. 

We hold the view that trying to "time" markets—jumping in and out of investments hoping to avoid losses and take advantage of gains—is a futile endeavor, as no one can get ahead of information to know when and why markets will rise or fall. The real keys to driving investment success over time are efficient, diversified, and intelligently crafted investment models that fit your temperament and goals.

Our in-house experts allocate and manage your investments collaboratively. As we develop your portfolio, we may ask such questions as:

  • What is your goal for this portfolio?
  • What is the legacy you wish to leave to your heirs and the world? 
  • With what level of risk are you comfortable?
  • Are there any special legal circumstances that you face?
  • Do you have any religious or ideological beliefs that would prohibit you from making any particular types of investments (example: nuclear weapon or gun companies)
  • Will you contribute to your plan over time or make one up-front investment?
  • Will you withdraw from the portfolio or take income payments?
  • What level of ongoing monitoring and communication are you comfortable with? 


Investment Management

Investment management is part of our overall wealth management process and is ongoing. As your needs evolve, we can make adjustments to the management of your assets. Over time, we will keep your objectives on track with portfolio strategies that change to meet you where you are.

Risk Management

Investment risk can have a dramatic impact on your wealth. Properly done, it can minimize financial and other potential losses that can profoundly affect your assets, health, or business. Risk management is not an add-on but rather an ongoing part of our process.