Your Team
Four partners. One vision.
NewPoint Capital was born from a shared belief that wealth management works better when professionals collaborate, when sophisticated capabilities meet personal service, and when advisors are genuinely invested in the clients and communities.
Why NewPoint Capital? We chose a name that reflects both a moment and a mindset. A “point” marks where you are; “new” signals perspective and possibility. Together, NewPoint stands for the moment we meet clients where they are and the thoughtful pathway we build together forward. Our team blends institutional-grade investment experience with individualized planning: tactical portfolio construction, access to alternatives, tax-aware strategies, estate planning strategy, and comprehensive wealth stewardship. But experience alone isn’t enough. At NewPoint Capital, the difference is service — open communication, white-glove support, and a partnership-first approach that keeps your goals central.
NewPoint Capital helps bring clarity to complexity — helping families, business owners, and institutions align capital with life’s priorities and can seize the opportunities that matter most.
About &Partners
We are &Partners, an employee-owned wealth management company providing advanced technology, diverse investment solutions and comprehensive operational support. We provide independent client focused advice putting the client first ahead of the interests of a corporation.
Our Core Values
Integrity driven partnership.
Our values shape how we work together as a team and how we serve every client who trusts us with their financial future.
Collaboration
No advisor works in isolation. We bring together our collective knowledge to examine your situation from multiple angles and create integrated solutions.
Continuous Learning
We maintain rigorous standards in our planning, stay current with market developments and strategies, and pursue ongoing education to serve you better.
Community
We’re invested in our communities and the families we serve, building relationships that extend beyond portfolios to encompass your values and vision for the future.
Integrity
We provide honest, transparent guidance that puts your interests first. Every recommendation reflects what we believe serves your goals, not what benefits us.
Accountability
We measure ourselves by two things: the clarity we bring to your decisions and the progress you make toward what matters most.
Making sense of what matters.
Financial decisions shouldn’t feel overwhelming. We’re here to bring clarity to the complex, helping you understand your options, make confident decisions, and pursue what matters most to you and your family.
Redefining what’s possible.
We’re proving that families deserve both institutional capabilities and genuine partnership. Not one or the other. Both.
