About
At Farpointe Wealth Advisors, we excel in delivering personalized, high-caliber financial planning for high net worth individuals and families. Our specialization extends to optimizing company 401(k) plans.
What truly distinguishes our firm is the integrated approach we take to wealth management. By utilizing a team of in-house specialists in tax, insurance, estate, and wealth planning, we offer clients a multi-faceted strategy tailored to their unique needs. This allows us to deliver streamlined yet comprehensive solutions that consider every aspect of financial well-being.
Why EOS
At Farpointe Wealth Advisors, our adoption of EOS serves as the cornerstone of our operational excellence and client service. Here’s why:
Unwavering Focus: EOS provides us with a clear framework for setting and achieving our objectives. This focus ensures that our wealth management solutions always align with our clients’ long-term goals.
Unified Direction: The EOS model fosters a collaborative environment where each team member understands their role and responsibilities. This collective understanding enables us to “row in the same direction,” amplifying our effectiveness and delivering superior client outcomes.
Simplicity: EOS cuts through the complexities often associated with financial advisory operations. This simplified approach allows us to spend less time on administrative tasks and more time providing high-quality advice and service to our clients.
Open and Honest Feedback: An integral part of the EOS framework is its emphasis on transparent communication. This ethos extends to our client relationships, ensuring a mutual understanding and fostering a culture where feedback is not just welcomed but actively sought.
By running on EOS, Farpointe Wealth Advisors is able to harmonize our team’s efforts, streamline our operations, and create a transparent, accountable culture that ultimately benefits our clients.
Our Core Values
At Farpointe Wealth Advisors, we’re not just in the business of wealth management; we’re in the business of reimagining the financial journey. Our commitment to innovation and superior service defines every interaction, every decision, and every strategy we offer.
Core Values:
All In: When you’re with Farpointe, you’re with a team that’s fully committed. We pour our skills, our passion, and our integrity into every venture, ensuring nothing but the best for our clients and for each other.
Team 1st: The strength of our firm lies in the unity of our team. We prioritize collective success over individual accolades, knowing that when the team wins, we all win.
Be Authentic & Open: Transparency builds trust, and trust is the cornerstone of any successful relationship. We encourage authentic dialogues, valuing the uniqueness each individual brings to the table.
Bring Positive Energy: Enthusiasm is contagious. We aim to be the catalyst for positivity, knowing that a good attitude not only elevates our work environment but also significantly impacts the quality of service we provide.
Be Tenacious & Deliver Results: We set high expectations, and we don’t rest until we meet them. Our tenacity drives us to conquer challenges, find solutions, and deliver exceptional results every time.