North Point Wealth Management

Since 2001, North Point Wealth Advisors has been combining advisor collaboration in a client centric environment. As an independent wealth management firm, North Point is directly accountable to our clients. We value and respect the confidence our clients place in us to serve as their valued advisors. We follow fiduciary principles while placing the client’s needs first in every recommendation made or action taken. Powered by LPL Financial, the nation’s largest independent broker/dealer*, we serve our clients through a well-developed, comprehensive, holistic financial planning and wealth management process. We welcome the opportunity to put our experience and insight to work for you. *Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member SIPC | www.sipc.org The financial professionals associated with Northpoint Wealth Management 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 from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Website

https://northpointpwm.com/

External link for North Point Wealth Management

Industry

Financial Services

Company size

2-10 employees

Headquarters

Tigard, Oregon

Type

Privately Held

Specialties

retirement planning, wealth preservation, estate planning strategies, investment planning, insurance and risk management, 401(k) accounts, tax efficient investment strategies, and charitable giving