WealthPoint AdvisorsWealthPoint Advisors is a full-service financial consulting firm
dedicated to helping our clients build wealth and manage their
hard-earned assets. We have founded our practice by empowering our
clients to hold us to the highest standard of service. We believe in personal, tailored solutions for each of our clients. Our firm is completely independent. We are a privately owned company
created to provide an independent environment with an open architecture
of platforms and products.
Our independence enables us to establish working relationships with a number of industry-leading mutual funds, separate account managers, third party asset managers, annuity providers, alternative investments and insurance providers whose products we leverage to create customized client solutions. We recommend only those products and services that can be tailored to suit our clients' unique needs.
WealthPoint Advisors selected Sigma Financial Corporation, a member of FINRA and SIPC, as its broker dealer. They are a nine time winner of Broker / Dealer of the Year from Investment Advisor Magazine Fax Poll and two-time winner of Rep Magazine's Independent Broker Dealer Report Card Survey (2011, 2012). Sigma Financial will provide many services for WealthPoint Advisors including back office support, due diligence, and compliance oversight.