Providing objective advice,
free of outside influence…

We are an investment management and family office advisory firm. The firm is independently owned and operates as an SEC-Registered Investment Adviser. As a fee-only advisor, our goal is to provide objective advice, free of outside influence.

Strategic Solutions Overview

Portfolio Management & Advice

We leverage our investment expertise and access to world-class research and technology to provide our clients with customized portfolio management and service. We are true advisors, not product salespeople. Our “fee-only” business model allows us to more closely align our interests with our clients’ goals, and better enables us to be balanced, objective and transparent in our advice. Furthermore, we are not limited to proprietary investment vehicles and funds to manage your portfolio. Instead, Element Pointe utilizes an open-architecture investment platform to provide you with a portfolio tailored to your specific needs.

Account Aggregation & Consolidated Reporting

Our firm utilizes a robust software platform that is easy to navigate, has the capability to track exposures across a portfolio, and can efficiently generate customized reports. The aggregation of data across multiple custodians, legal entities and accounts empowers both our firm and our clients to see the complete picture and make more informed investment decisions.

Cash Flow & Liquidity Management

High net worth individuals and families have unique cash flow and liquidity management needs. Element Pointe seeks to ease the burden of managing liquidity by strategically thinking through the dynamic cash flow considerations and evolving needs of our clients, and providing advice across both sides of their balance sheet.

Coordination of activities between tax & legal advisors, banks, and trustees

Element Pointe orchestrates the various parties involved in the management of wealth with the goal of making the process as seamless for our clients as possible.

Let's Connect

Note: SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Please refer to additional Important Disclosures.

Error: Contact form not found.

Client Login

For your convenience, the following links will provide direct access to your account and portfolio information.

By clicking on the links above, you will be leaving the Element Pointe website and entering a third party website that is not maintained by Element Pointe Family Office. Such websites may contain terms and conditions, privacy provisions, confidentiality provisions, or other provisions that differ from the terms and conditions applicable to this website. Links to other Internet services and websites are provided solely for the convenience of users. All products, services and content obtained from a linked website are provided “as is” without warranty of any kind, express or implied, including, but not limited to, implied warranties of merchantability, fitness for a particular purpose, title, non-infringement, security, or accuracy.

Charles Schwab

You are now leaving the Element Pointe Family Office Website and will be entering the Charles Schwab & Co., Inc. (“Schwab”) Website.

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