Integrated Solutions
Specialists across your
financial needs.
We coordinate specialists across investments, tax strategies, estate planning, and alternatives to help create integrated solutions designed around your life and goals.
Core Competencies
Financial Planning
We examine your financial picture to create integrated strategies that coordinate across investments, taxes, estate considerations, insurance, and retirement planning—helping to keep every element working together toward your goals.
Investment Management & Portfolio Construction
Our investment work combines institutional-quality capabilities through the &Partners platform with personalized asset allocation designed for your situation, risk tolerance, and time horizon.
Tax-Efficient Investment Strategies
We help structure investments and coordinate strategies to manage your tax burden. From asset location decisions to Roth conversions and charitable giving techniques.
Trust & Estate Planning Strategies
We help protect wealth and create impact for future generations through coordinated estate strategies, working alongside your attorney to help your legacy planning reflect your values and family goals.
Retirement Planning and Income Generation
We create sustainable income strategies designed to support your retirement lifestyle while preserving assets, managing taxes, and adapting to changing needs throughout your retirement years.
Insurance Planning and Risk Management
We help identify protection gaps and coordinate insurance solutions—from life and disability coverage to long-term care—that are designed to fit within your wealth plan.
Specialized Capabilities
Alternative Investments
We provide access to private equity, private credit, and other alternative strategies typically reserved for institutional investors. Helping to expand diversification beyond traditional portfolios.
Business Owner Planning & Succession
We help business owners navigate decisions around growth financing, exit strategies, wealth transition, and converting business success into sustainable personal wealth management.
Multi-Generational Wealth Planning
Families working with us across generations benefit from continuity, coordinated wealth transfer strategies, and planning that considers both current needs and future impact for children and grandchildren.
Women Executives & Entrepreneurs
Providing specialized guidance that addresses the financial situations facing women business leaders, from executive compensation strategies to business building and transition planning.
International Capabilities
Our practice has capabilities to serve clients with international financial considerations, coordinating across borders to address situations involving foreign assets or global business interests.
Neither NewPoint Capital nor &Partners renders legal or tax advice. Please consult your tax or legal advisors before taking any action that may have tax consequences.
Alternative investments (such as hedge funds, private capital, and real estate funds) are speculative, illiquid, and intended for long-term investors who meet specific income and net worth requirements. They involve high fees, complex strategies, and greater risks, including loss of capital, use of leverage, limited liquidity, and reduced regulatory oversight compared to mutual funds. Investors should carefully review all offering materials, including the private placement memorandum, for full details on fees, risks, and investment terms before investing.
Our Investment Method
Disciplined strategies
designed for your goals.
Our investment work begins with understanding your goals, time horizon, and comfort with market volatility. We construct portfolios designed to pursue growth while managing risk in ways that align with your situation.
We believe in evidence-based investing grounded in research rather than market timing or speculation. We stay disciplined through market cycles and focus on tax-efficient implementation to help keep more of your returns.
Our collaborative team structure means your portfolio decisions consider tax implications, estate planning, and how investments coordinate with your financial picture. We remain engaged through scheduled reviews and careful adjustments as your circumstances change.
We are fast growing yet small enough to be a nimble wealth management practice to provide comprehensive advice and thoughtful solutions. Our founders have deep industry experience and contacts creating a robust platform and investment access for our clients. &Partners is unique in the industry for its ownership by its founders and employees with no large corporations or private equity involved. &Partners is one of the fastest growing independent hybrid wealth management firms in the industry.
Process
A thoughtful process built
around your life.
01
Discovery &
Understanding
Your needs come first, so we listen first. Through in-depth conversations, we develop understanding of your financial situation, family dynamics, goals, and values—creating the foundation for planning that truly reflects your life.
02
Collaborative
Analysis
Our team meets to examine your situation from multiple perspectives: investments, tax implications, estate considerations, and more. This collaborative method helps identify opportunities others might miss and can uncover potential concerns before they become problems.
03
Strategy
Development
We create integrated recommendations that coordinate across areas of your financial life. You should receive clear explanations of our thinking, the trade-offs involved, and how each element can help support your goals.
04
Implementation &
Coordination
Once you’re comfortable, we handle the details of executing your plan, coordinating with your other professional advisors, and helping to keep moving parts working together efficiently. You stay informed throughout.
05
Ongoing
Partnership
Your life changes, markets shift, and strategies should evolve. We stay engaged through scheduled reviews, open communication when situations require attention and are available to continuously refine your plan as circumstances change.
