We bring 30+ years of experience
in financial services to help identify the best path forward for each client. And although we’re independent, we’re not alone. We partner with major industry leaders, including BNY Mellon Pershing – our custodian safeguarding our clients’ assets – and Sanctuary Wealth, which provides our operational platform and our access point to a full array of products and services.
Our independence
also gives us the freedom and flexibility to access many other resource partners on behalf of our clients – from leading investment providers to specialized boutiques. Yet, everything we may ultimately recommend to you will always be aligned with your own personal plan, as based on your values and goals.
By focusing on you and your family,
and truly getting to know you all, we’re able to lay out a financial plan that serves as a road map, marking a prudent path towards your long-term goals, with key milestones along the way.
Our clients
may be looking for wealth accumulation or capital preservation or succession planning. More often than not, it’s a careful balance of the three. That’s why we take a holistic approach to addressing all our clients’ concerns and objectives. Our plans cover everything from assets and investments to insurances and succession planning– what we call “all you own, who you owe and where will it go.”
While you can rely on us
to be discreet and professional in all that we do, you can also expect us to be candid in our advice and transparent in our actions. With Mesa Pointe, honesty is the best policy, and we earn our reputation every day with our integrity and service.