Business Details
Your Trusted Partner for Financial Planning and Retirement Solutions
Newpointe Wealth is a fiduciary financial advisory firm dedicated to empowering successful individuals and families in retirement planning. Founded on principles of personalized service and tax-aware strategies, we specialize in creating comprehensive retirement income plans, optimizing investment portfolios, and implementing estate transfer solutions. Our team leverages advanced financial planning tools like WealthVision to provide transparent, client-centric guidance while maintaining strict compliance with regulatory standards. With decades of combined experience, we prioritize long-term client relationships through proactive communication, responsive support, and a commitment to acting solely in our clients' best interests.Our approach integrates tax-efficient investment management, risk assessment, and customized trust solutions to address complex financial needs. Recognized for our expertise in retirement transition planning, we serve clients with investable assets of $1 million or more through a structured four-step consultation process that emphasizes education and informed decision-making.
Services
Retirement Planning
Investment Management
Estate Planning
Life Insurance
Tax Strategies
Highlights and features
- We operate as fiduciaries legally obligated to act in your best interest
- Our tax-aware investment strategies optimize after-tax returns through loss harvesting
- Personalized retirement plans tailored to individual financial situations and goals
- Secure WealthVision platform provides comprehensive financial oversight and analytics
- Proven four-step consultation process ensures thorough understanding of client needs
Associations and certifications
- FINRA
- SIPC
What people say
Responsive and proactive
Tax-efficient strategies
Personalized approach
Expertise and knowledge
Secure financial website
Services
Retirement Planning
We develop comprehensive retirement income plans tailored to individual financial situations. Our approach combines tax-efficient withdrawal strategies, portfolio management, and estate planning to ensure sustainable income throughout retirement. Clients receive personalized guidance through our four-step consultation process that emphasizes education and informed decision-making.
Investment Management
Our tax-aware investment strategies focus on asset allocation and portfolio efficiency. Using advanced analytics, we create diversified portfolios that balance risk and return while implementing loss harvesting techniques to optimize after-tax returns. Regular rebalancing maintains strategic alignment with clients' financial objectives.
Estate Planning
We help clients establish comprehensive estate plans including various trust structures. Our services coordinate with legal advisors to create customized solutions for asset protection, tax minimization, and legacy preservation through living trusts, charitable trusts, and irrevocable insurance trusts.
Life Insurance
As an independent firm, we provide access to major life insurance carriers. Our analysis helps clients determine appropriate coverage levels and policy types that align with their estate planning goals and financial circumstances.
Tax Strategies
We implement tax-aware investment approaches that include strategic loss harvesting and efficient withdrawal sequencing. Our planning integrates with estate strategies to minimize tax liabilities across generations while maintaining compliance with regulatory requirements.
People
Derek Sabine
Founder and Wealth Advisor
Derek Sabine founded Newpointe Wealth to provide personalized financial advice to individuals and families. With over 15 years of experience, he specializes in retirement transition planning and tax-efficient investment strategies. Derek maintains fiduciary responsibility while leveraging LPL Financial's resources to deliver comprehensive wealth management solutions.
Questions
What retirement planning services do you offer?
We provide comprehensive retirement income planning, tax-efficient investment strategies, and estate transfer solutions tailored to individual financial goals.
How does your four-step consultation process work?
Our process includes an initial consultation, personalized plan development, client review period, and implementation of customized financial strategies.
What types of trusts do you help establish?
We assist with living trusts, special needs trusts, survivor's trusts, charitable trusts, and irrevocable life insurance trusts.
How do you approach investment management?
We use tax-aware strategies focusing on asset allocation, portfolio efficiency, and disciplined rebalancing to optimize long-term returns.
What qualifies you to handle complex financial situations?
Our team combines decades of experience with advanced planning tools and a fiduciary commitment to personalized financial solutions.
Reviews (1)
Gina Lippi
Aug 25, 2017
Report
Great company and people. I'm so glad I was referred to them for my companies retirement plan. Highly recommend.
