Contact - Alpha Pointe Capital

Contact Us

Get In Touch

LET'S TALK... Or Not! We'll be available when you are ready. There is plenty for you to learn more about us and our services.

Find a convenient time to talk with us HERE

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…

Take a Client Journey! Your inside look so you know what to expect when you become an Alpha Pointe Capital client… HERE

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.

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.