Our mission is to enhance our clients’ lives, and empower them with greater insights that help to achieve their goals.

Our Mission

Our mission is to enhance our clients’ lives, and empower them with greater insights that help to achieve their goals.

Our firm was founded on five fundamental principles:

  • | Our clients’ interests come first. |
  • | Act with transparency in every dealing, and integrity in every action. |
  • | Simplicity is elegant. Keep it simple. |
  • | Seek to educate and enlighten, not to obfuscate and confuse. |
  • | Aim to maximize our clients’ time, and minimize their financial stress. |

Our business was designed with these principles in mind, and this client-focused philosophy is at the core of our
company culture and values.

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Client Login

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Schwab is a registered broker-dealer, and is not affiliated with Element Pointe Advisors or any advisor(s) whose name(s) appears on this Website. Element Pointe Advisors is independently owned and operated.Schwab neither endorses nor recommends Element Pointe Advisors. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor.Schwab has agreements with Element Pointe Advisors under which Schwab provides Element Pointe Advisors with services related to your account. Schwab does not review the Element Pointe Advisors Website, and makes no representation regarding the content of the Website. The information contained in the Element Pointe Advisors Website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.