About Us

Founded in 2022,

Mesa Pointe Wealth is an independent wealth advisory firm dedicated to helping successful business owners and their families identify practical solutions to achieve the goals that will define their financial future.

As an independent firm,

free from corporate ownership and conflicts, we’re able to spend more time and energy on serving our clients. We build deep, longstanding relationships based on integrity and trust, as we get to know our clients as individuals with personal values and ambitions, and even concerns and anxieties.

We understand that managing a family’s financial situation can be burdensome and stressful.

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.

Experience Independence Focus Clients Service

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.

We bring 30+ years of experience

Our independence

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

While you can rely on us

About Our Name

We think of our name, Mesa Pointe, as illustrating the vantage point of having clear visibility of all that’s in front of you – your family, your business, your future and your legacy. It is our intention to help you see what lies ahead, so you can make prudent and rewarding plans.

Questions from Clients

Independence

Why did you choose to start your own firm?

Over the years I have gravitated to helping successful small business owners and those who have worked in or with independent businesses. Today, virtually all of my clients come from the small business community. After working for a large corporation and seeing the difference between being an employee working within a corporate agenda and being independent, I decided to join the ranks of small business owners. I believe that by moving wisely with the partnerships I’ve nurtured over the years, my clients and I will greatly benefit from this transition. Mesa Pointe Wealth is an independent firm*, meaning we have the freedom and flexibility to tailor our recommendations by accessing unlimited solutions from industry-leading sources, including banking, lending, investments, financial planning, and estate planning.

How will the launch of your firm affect me directly? How will I benefit?

After the transition over to Mesa Pointe Wealth, I believe you will benefit in several areas:

Better sources of investment and portfolio structure
Better response times and service – more personal attention
Better communication from us about how your online services work

Why wasn’t I told sooner about your decision to launch a new firm?

My initial thought was to visit with every one of my clients to discuss becoming a business owner – the wealth of knowledge that I have at my fingertips is amazing. While I would have loved the opportunity to share our plans with you in advance, legal considerations and contractual restrictions prevented me from doing so. I am committed to respecting and abiding by those covenants as an investment professional, even though it was personally challenging to not have the ability to speak with you beforehand. I hope you can appreciate the situation I was in.

Why did you choose to be part of the advisor network of Sanctuary Wealth?

We are able to leverage the technology, tools, and standardized processes available through Sanctuary Wealth that help maximize scalability and manage risk so that we can reinvest time where it matters most—serving clients like you. By partnering with Sanctuary, we are able to deliver operational excellence, maintain a strong culture of compliance, and offer a robust cybersecurity program, which will safeguard the information clients entrust to our guidance. Sanctuary also empowers its partner firms with access to a vibrant community of like-minded, elite independent financial advisors. The advisors in this peer group share best practices and we can tap into our community’s intellectual capital to deliver more specialized expertise – and investment opportunities – to Mesa Pointe Wealth’s clients.

Custodian

How do I know my assets will be safe with your new custodian?

We have selected BNY Mellon Pershing as our custodian. Pershing is an industry leader in clearing and custody services with over $2.0 trillion in global client assets representing seven million investor accounts worldwide. Pershing is owned by BNY Mellon, which is the longest standing operating bank in the U.S., surpassing 235 years. With over $41 trillion in assets under custody, BNY Mellon is the largest custodian in the world by a significant margin. Pershing provides clearing and custody services in 65 global markets, with execution services in over 60 markets globally, facilitating the trading and conversion of 50 currencies.

Investing

Will the way you manage my investments change in any way?

Not at all. The core strategies we use to manage your assets will not change, and of course, our investment management solutions are always specifically tailored to your risk parameters, timeline, and long-term objectives. What will improve, however, are certain capabilities, including our enhanced interactive financial planning, as well as broader access to more investment products and strategies. Simply put, with the creation of Mesa Pointe Wealth, we are now able to partner with some amazing investment managers and resource firms to offer a better roster of investments and services.

Client Service

Will there be any changes to how you service my accounts?

Yes—and all for the better. Through Mesa Pointe Wealth, we will be able to service your accounts with greater ease and flexibility. For example, when markets change or your needs evolve, it will be easier for us to monitor all your holdings and adjust your plans and investments.

Will my fees change with this transition?

Yes—and again, all for the better. Mesa Pointe Wealth will offer a simpler fee structure, which will lower overall fees for most of our clients.

How long will it take my assets to transition from the old firm to your new firm?

Once you sign the account opening and transfer documents found in the welcome packet we send, we will submit a request to our prior firm to begin the transfer process. The transfer process usually takes 5 to 10 business days to complete, once submitted to the prior firm. We will monitor your accounts daily for progress and confirm once all assets have transitioned and are posted to your account at Mesa Pointe Wealth. Once your accounts have transferred, we will work with you to re-establish any recurring payments and other transfers you may currently have.

How can I expect to view and access my assets once they transition to my new accounts?

You will be able to view your assets by utilizing the Client Login section on our new website www.mesapointe.com. Once you log in, you will have the same type of access to all your accounts and the ability to utilize services as you had been accustomed to. There will also be some new tools that we will introduce to you in the near future.

Where are you located and how can I reach the team?

We are now located in the Dinero Plaza building on Big Spring Street. This is the building to the north of the YMCA. The address is:

1004 N. Big Spring Street
Suite 107
Midland, Texas 79701

Next Steps

What are next steps if I would like to work with your new firm?

Please give us a call and we will get your welcome kit to you immediately. We will do everything we can to ensure the transition is a positive experience. We sincerely believe that the opportunity to retain a longstanding relationship with us – with our personal, proven commitment to your individual needs, combined with the newly available benefits of our independent firm – will outweigh any minor inconvenience posed by the transition itself.