Newpointe Wealth®

www.newpointewealth.com

We help to organize, build and preserve your wealth. ➊ An independent firm ➋ Tax aware portfolios ➌ Transparent pricing ➍ A dedicated wealth advisor • Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member SIPC www.sipc.org • For a list of states in which we are registered to conduct securities business, visit our website at: www.newpointewealth.com 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 the accuracy or completeness

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We help to organize, build and preserve your wealth. ➊ An independent firm ➋ Tax aware portfolios ➌ Transparent pricing ➍ A dedicated wealth advisor • Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member SIPC www.sipc.org • For a list of states in which we are registered to conduct securities business, visit our website at: www.newpointewealth.com 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 the accuracy or completeness

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Country

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State

Connecticut

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City (Headquarters)

Westport

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Employees

1-10

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Founded

2017

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Social

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Potential Decision Makers

  • Founder and Wealth Advisor

    Email ****** @****.com
    Phone (***) ****-****

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