Vestpointe Wealth Management

Vestpointe Wealth Management is a registered investment advisory firm that offers investment management, financial planning, estate planning and tax preparation. The team is made up of CPAs and investment advisors who look at a client's whole financial picture, from retirement saving and college funding to taxes and estate plans, and build strategies to balance returns, risk and tax costs. The firm reports more than thirty years of experience advising individuals with complex finances.

The firm works on a fee-based model and invites prospective clients to schedule a call or fill out a contact form. Business hours are 9 a.m. to 5 p.m. on weekdays. The office is in the Gainey Ranch Financial Center in Scottsdale, near Scottsdale Road and Doubletree Ranch Road.