We will provide personalized guidance and information to help you through life’s financial ups and downs.
WAKEPOINTE WEALTH
ABOUT WAKEPOINTE WEALTH ADVISORS
At WakePointe Wealth, we provide objective financial advice and guidance to individuals and families looking to pursue their financial potential. We take your financial well-being very seriously and our entire approach is designed with the goal of making your life easier and more rewarding.
We offer clients the vast intellectual capital of a trusted industry leader, LPL, with the exceptional service and personal advice of a boutique wealth advisor. Utilizing a collaborative approach and drawing on the unique strengths of our strategic partners, we provide you with a plan of action and top-tier service—striving to break the mold of the traditional financial services relationship.
Our clients come from diverse cultures and backgrounds. Our work with families focuses on retirement, estate and legacy planning strategies, investments, and insurance needs. This includes helping individuals transition to financial independence after life-altering events such as death or divorce.
Our work with professionals and executives includes financial planning, cash flow analysis, management of the family balance sheet and building tax-efficient portfolios. We also work with business owners assisting them in providing customized retirement and employee wellness programs.
WakePointe Wealth Advisors Mission Statement
The mission of WakePointe Wealth Advisors is to empower successful people to envision their dreams, define their goals and put a plan in place that allows them to secure their financial future and a work-optional lifestyle.
Our Values
We will strive to provide you with the best advice possible.
We will be open about any conflicts of interest.
We will help you define your dreams, develop your plan, and track your progress.
We will help replace the fear and intimidation of investing with more confidence and understanding.
We strive to provide consitent, ongoing service to ensure you receive quality advice when you need it most.
Securities are offered through LPL Financial, Member FINRA/SIPC. WakePointe Wealth Advisors and Wakepointe Wealth are other business names of Independent Advisor Alliance, LLC. All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser. Independent Advisor Alliance, LLC is a separate entity from LPL Financial.
The LPL Financial representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted by residents of any other state.
CRPC conferred by College for Financial Planning.
The LPL Financial registered representative associated with this page may only discuss and/or transact business with residents of the following states: CA, DC, FL, GA, IL, IO, KS, KY, LA, MD, MI, MN, NY, OH, OK, PA, SC, TN, TX, VA. Insurance Registered: NC, SC