At North Point Strategies, in addition to our range of financial planning services, we provide you with a Virtual Family Office of experts, which combine the following five disciplines to provide you with truly PROACTIVE and HOLISTIC planning to ensure that you will be MAXIMIZING YOUR POTENTIAL:

  • Tax Mitigation
  • Risk Management
  • Wealth Enhancement
  • Estate & Legal Services
  • Business Advisory

If we were to be a product, we'd be the kind that's handmade in the USA - the kind that lasts forever.

We are not a product, but our service is what makes us dependable and guaranteed. You work hard for your money. Your team of professionals should work hard for you.

We provide highly specialized planning for your business, taxes, estate, wealth and risk management all under one roof. We are a one stop shop for the busy entrepreneur.

Our team consists of wealth planners, CPAs, attorneys, and other tax planning specialists who all work together with one goal in mind: Providing our successful business owner clients the best in class comprehensive planning that they both expect and deserve.

Having all of your professionals working on the same side of the table not only simplifies your financial life, but allows us to bring you much more proactive and holistic advice without missing opportunities.

Other wealth advisors pay lip service to holistic planning. We actually live it.

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Meet Our Team

Proactive Planning Team

Your local “eyes and ears” to help you focus on planning priorities and identify opportunities

Virtual Family Office

Your national experts that provide the “best of the best” in tax planning, legal, risk mitigation, wealth management, and business advisory services

Combining Proactive Planning and the Virtual Family Office Experience.

We recognize that our best clients want PROACTIVE and HOLISTIC planning.

That is why at North Point Strategies we have upgraded to a 21st century business model based around HOLISTIC and PROACTIVE advice, and are supported by a Virtual Family Office of experts.

Maximizing Our Clients' Potential Through Proactive & Holistic Planning
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