Vestpointe Wealth Management, LLC is a SEC registered investment advisor firm in Arizona. Please click here for our current ADV Part 2A and 2B which has been filed with the SEC.
Past performance is not an indicator of future results. All investments carry some level of risk and may or may not be suitable for all people.
The information provided on this website is believed to be accurate but may not be current. The content is for informational purposes only and does not constitute legal, tax or investment advice. It may not be relied upon as there may be other considerations which make particular strategies or investments unsuitable for you. Tax and investment advice may only be relied upon by current clients under an investment management agreement or engagement letter.
Important Disclosure Regarding Testimonials and Endorsements
Vestpointe Wealth Management is an SEC-registered investment adviser located in the State of Arizona. Registration does not imply a certain level of skill or training. From time to time, clients and non-clients may provide testimonials or endorsements that appear on this website, in online directories such as Google Reviews, or other third-party platforms. These testimonials and endorsements reflect the experiences and opinions of the individual and may not be representative of the experience of all clients.
No cash or non-cash compensation is provided in exchange for testimonials, endorsements, or referrals. While we may request reviews or referrals from our clients, participation is entirely voluntary, and we do not edit or remove unfavorable reviews unless they contain offensive, fraudulent, or misleading content.
Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. A full description of our services, fees, and conflicts of interest is available in our Form ADV Part 2A and other disclosures, available upon request or through the SEC’s website at www.adviserinfo.sec.gov.
All users of the website agree as a term of use to hold harmless, Vestpointe’s owners, employees, agents and affiliates from any damages relating to actions taken based upon information presented on its website unless accompanied by professional advice given by a licensed professional of Vestpointe under the terms a signed investment management agreement.
Vestpointe Wealth Management, LLC is affiliated with and under the same ownership as Joseph I. McCabe III, CPA®, P.C. You should know that this relationship exists and that they are separate business entities. Your information, by nature, will be shared between the two entities as needed to perform requested services.