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We are just as excited to learn more about you as you are about us. Our initial conversations are simple, fact finding chats to understand you better. Much like you want to find out if we are a good fit for you, we are doing the same. After we talk, we’ll determine together if we should move forward or not. If we both agree to move forward we’ll provide you with next steps and walk you through the process. Hopefully we’ll get a chance to work together, if not, no problem…
Get in Touch with an Alpha Pointe Capital Financial Advisor CFP™/CPFA™
Vanguard research shows that a financial advisor may add about 3 percentage points of value in net portfolio returns over time.*
*The Vanguard Group, “Putting a value on your value: Quantifying Vanguard Advisor’s Alpha,” Francis M. Kinniry Jr., Colleen M. Jaconetti, Michael A. DiJoseph, and Yan Zilbering. 2014.
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