Alpha Pointe Capital


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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.

Emerging industries leaders and executives often encounter unique challenges and time constraints in managing their financial affairs. Many of our clients spend a considerable amount of time building businesses and saving money, so much that their wealth exceeds their time and ability to manage it. Our team has become a primary resource of wealth management services for corporate leaders in the cannabidiol, cyber, and computer software sectors out of our desire to support them and help them navigate complex financial circumstances. We’re an independent practice and provide fee-only fiduciary services for our clients. Our advisors have either their CFP™/CPFA™. We define wealth management as a customized service, whereby your advisor consults with you on your specific goals and objectives and tailors strategies to fit your needs. Our low-stress client experience is aimed to help you establish a plan that makes you proud and leaves you feeling accomplished as you achieve goals.

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Wealth Management

Alpha Pointe Capital is pleased to offer traditional brokerage services through our broker dealer Thurston Springer.  In addition we are able to provide fee based investment advisory services on new or existing accounts at Charles Schwab as well as TD Ameritrade.

We offer professional portfolio management from a wide array of approved top rated managers in both equities and bonds. Please call today for a confidential portfolio review.

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