Vestpointe Wealth Management is a financial services firm based in Scottsdale, AZ, offering integrated investment management, estate planning, retirement planning, and tax consulting services. With a team of experienced CPAs and investment advisors, they provide comprehensive strategies to help clients achieve their financial goals, leveraging their entire financial picture to maximize returns, minimize risk, and reduce taxes.
Founded in 2004, Vestpointe Wealth Management takes a navigator compass as their logo, symbolizing their approach of setting sail with a course in mind and adjusting to changes in markets, tax law, and circumstances. Their expertise in all aspects of a client's financial life allows them to develop and execute strategies that align with individual needs and objectives.
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