Newpointe Wealth

(860) 462-7000

Newpointe Wealth, LLC 355 Atlantic St Stamford, CT 06901, Cateechee, South Carolina, 06901

About us

Newpointe Wealth is to simplify your finances by providing user friendly interactive tools and education. If you are organized, you are prepared and empowered to make confident financial decisions.

Newpointe Wealth to provide objective advice to individuals, families and corporations. Meeting with an advisor should not be an apprehensive experience, it should be an empowering one! Money means different things to each of us, for this reason, I listen to what each client values, while providing them with the financial organization, guidance and attention they deserve. "You" drive the process to create your Newpointe, I help you work towards it.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

he LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CT, FL, GA, MA, NC, NH, NJ, NY, SC, VA

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