Team

A collaborative wealth management team serving the needs of every client.

Our Team

Working together for you.

Our team brings extensive industry experience, complementary strengths, and shared commitment to your success. When you work with NewPoint Capital, you gain access to a team that helps coordinate your financial life.

The extended team behind your strategy.

Your financial life deserves more than one perspective. Beyond our core advisors, you can benefit from direct access to dedicated specialists across tax planning, investment strategies, and alternative solutions. These professionals work alongside us as integrated members of your team—collaborating on your behalf to address your financial picture.

Read More About &Partners

Your financial life deserves
more than one perspective.

Work with a team of specialists who share insights, coordinate strategies, and put your goals first. See how our collaborative approach makes the difference.

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  • rank_math_title: Meet the NewPoint Capital Team | Richmond Financial Advisors
  • rank_math_description: Meet NewPoint Capital's collaborative team of experienced advisors working together with shared commitment to your success.