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Join the Waitlist for your Discovery Call

What is a Discovery Meeting?

At heart, it’s simply getting to know one another.

Leave your statements behind and get familiar with Alpha Pointe Capital’s advisors.

We will begin a conversation around what you want from your wealth, the importance of your wealth, and general discussions around you, your interests, and your goals. We’d also love to hear about some of your interests and endeavors beyond your wealth.

You will also get a chance to learn more about your Alpha Pointe Capital advisor, their views on wealth, wealth strategies, and investment philosophy.

This is the First Step into the Client Journey, afterwards, we both either decide to move forward or not with ease and confidence.

We typically return Discovery call requests within two weeks but may take longer. When you’re next, an Alpha Pointe Capital advisor will call or email you a scheduling link to coordinate schedules.

We look forward to learning more about you.

Join the Waitlist for your Discovery Call 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.

In fast-growing industries, there are often few consistent financial regulations to help operators run their businesses. Even the basics of managing finances, such as taxes, payroll, and company retirement plans can pose a challenge. Companies in emerging industries need stable, objective guidance for establishing 401(k) and retirement plans for their employees. Learn more about providing this lasting benefit at your company or benchmarking your current plan.

*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.