Estate planning isn’t just for the ultra-wealthy—it’s for anyone who wants to make things easier for their loved ones. Whether you have $300 or $300 million, creating an estate plan ensures your wishes are carried out and your assets are protected. Our latest blog covers key takeaways including:? ?? The Essential Documents Everyone Should Have ?? Why You May Need a Trust ?? Beneficiary Designations Read more in our latest newsletter here: https://lnkd.in/grZ8wj3t #EstatePlanning #LegacyPlanning #FinancialPlanning
Sunpointe Investments
投资管理
St Louis，MO 420 位关注者
Enabling families to simplify their lives and achieve their long-term financial objectives.
关于我们
Enabling families to simplify their lives and achieve their long-term financial objectives. Sunpointe, LLC (Sunpointe Investments) is a registered investment advisor. Sunpointe provides investment advisory and related services for clients nationally. Sunpointe Investments will maintain all applicable registration and licenses as required by the various states in which it conducts business. For additional information, please visit our website at SunpointeInvestments.com.
- 网站
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https://www.sunpointeinvestments.com
Sunpointe Investments的外部链接
- 所属行业
- 投资管理
- 规模
- 11-50 人
- 总部
- St Louis，MO
- 类型
- 私人持股
- 创立
- 2016
- 领域
- Investment Consulting、Family Office、Financial Services、financial advisor、wealth management和investment management
地点
Sunpointe Investments员工
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Angela Pompian
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Ryan Heidenreich, CFP?
Managing Director, Private Wealth Advisor
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Doug Nelson
Head of East Coast Office for Family Wealth Firm Sunpointe Investments
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Michael M. Pompian, CFA, CFP, CAIA
Founder and Chief Investment Officer at Sunpointe Investments: Enabling families to simplify their lives and achieve their long-term financial…
动态
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Relieving stress for families making life decisions???????? | Planning nerd for those with variable income and expanding responsibilities as wholesaler's | Husband, Dad, and All Things Sports??♂?
Keeping your finances separate is not a bad decision, but anecdotal evidence has shown combining them has lead to better outcomes. Do what works best for you and your partner, and keep communicating. -Ben
?? Love and money—two things that can either bring harmony or cause tension in a relationship. One of the biggest sources of financial conflict? Keeping finances separate without a shared plan. Combining finances doesn’t mean giving up financial independence—it means creating transparency, building trust, and working toward common goals. Whether it’s a joint account for shared expenses, regular money check-ins, or aligning investment strategies, having a plan can help avoid stress and strengthen your partnership. How do you and your partner manage finances to keep the peace? Let’s talk! ?? #FinancialPlanning #WealthManagement
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?? Love and money—two things that can either bring harmony or cause tension in a relationship. One of the biggest sources of financial conflict? Keeping finances separate without a shared plan. Combining finances doesn’t mean giving up financial independence—it means creating transparency, building trust, and working toward common goals. Whether it’s a joint account for shared expenses, regular money check-ins, or aligning investment strategies, having a plan can help avoid stress and strengthen your partnership. How do you and your partner manage finances to keep the peace? Let’s talk! ?? #FinancialPlanning #WealthManagement
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Our top estate planning tip? Overcommunicate with your loved ones. Unspoken expectations can lead to confusion, conflict, and unintended consequences. Estate planning isn’t just about documents—it’s about open conversations. Talk about your wishes, your values, and your legacy early and often. It’s one of the greatest gifts you can give your family. #EstatePlanning #Legacy #FinancialWellness
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Are we getting the full picture of inflation and labor market data? We explored these questions with Michael Green of Simplify Asset Management. Read our insights on navigating market complexity. https://lnkd.in/gZrW2g79
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After a strong start to 2025, markets are feeling the pressure. Rising uncertainty around tariffs, trade policy, and economic slowdown has sent the NASDAQ down 10%, small caps 7.2%, and the VIX to its highest level since 2023. What does this mean for investors? Get the full breakdown here: https://lnkd.in/dw8WBQU9 #MarketUpdate #Investing #Volatility
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We're celebrating 9 years this week! Looking back, the progress we've made is incredible. While our team has grown, one thing has remained constant: our unwavering commitment to integrity and transparency. These values continue to guide us on our mission to help clients make better investment decisions. Here's to even greater growth and impact ahead! #Anniversary #Growth #SunpointeInvestments
Enabling families to achieve their aspirations by guiding them to better decisions.
"Plan forward and measure backwards" is one of my favorite sayings. Sunpointe Investments turned 9 this week. As we continuously set goals and refine processes, it can sometimes seem like running in quicksand. In the moment, there is always more to do. However, taking a step back and measuring our progress at Sunpointe Investments over the last 1-, 3-, or 9-years, the strides we have made are incredible. Several goals that were significant challenges a year or two ago are now well defined workflows with the applicable portions automated. Things that once seemed so hard now happen without almost any input from me. While our team has grown, our commitment to integrity and transparency remains our guiding light as we help guide clients to better investment decisions. Thank you to our amazing operational team, including: Jocelyn Hillis, Angela Pompian, Lisa Kearns, Scarlett (Hanzhang) Ni, David Zou, and Kristine Bailey Our investment team, including: Michael M. Pompian, CFA, CFP, CAIA, Lee Boudouris, CAIA, CIPM, and Kevin Kaleta And our amazing advisors: Ryan Heidenreich, CFP?, Matt Zeigler, Doug Nelson, and Ben Tuscai, CFP?
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Job growth numbers came in below expectations, but the unemployment rate fell to 4.0%. The U.S. economy showed resilience in Q4, though inflation remains a key concern. Meanwhile, global markets delivered mixed signals, with the Eurozone flatlining and China’s factory activity slowing despite stimulus efforts. Get all the details in our latest Illuminations report: https://lnkd.in/g_hscxZB #EconomicUpdate #MarketInsights
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???????? ????????! Learn how to protect your wealth through all of life's transitions. Whether it’s marriage, divorce, or estate planning, this webinar will provide key insights to help you: ?? Safeguard assets in times of transition ?? Reduce financial conflict between partners & families ?? Ensure you have a plan that aligns with your life goals ?? March 5 | 12 PM ET ?? Join us today: https://bit.ly/4395G1Z #DivorcePlanning #EstatePlanning #FinancialAdvisors
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It can be complicated when love and money intersect. Join us this Wednesday for an exclusive #webinar designed to help you develop strategies to: ? Build a solid financial foundation ? Avoid money-driven relationship conflicts ? Prepare for estate planning and life transitions ?? March 5 | 12 PM ET ?? Featuring: Jack Dwyer, CFA, CAIA, Matt Zeigler, & Ben Tuscai, CFP? ?? Reserve your spot today: https://bit.ly/4395G1Z #WealthManagement #ClientSuccess #FinancialAdvisors
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