Guardian Wealth Management

At Vestpointe Wealth Management, we are dedicated to helping our clients achieve their financial goals. With over 30 years of experience in the financial and accounting industries, our team of seasoned advisors is committed to providing integrated investment advisory, estate planning, and tax services to our clients. Our logo, the navigator compass, symbolizes our approach, which is designed to chart a course for your financial success and adapt to the ever-changing landscape of the financial markets and tax regulations.

Our Team

Our team of experienced professionals is led by Joseph I. McCabe III, CPA, CFP, and Michele F. McCabe, MBA, who have been serving the complex tax, estate, and investment needs of high net worth individuals for over 20 years. Our team also includes Cecilia S. Medai, CPA; Conner Ferrier; and Lena Galitsky, EA, who bring a wide range of expertise and experience to our clients. Our team is committed to providing personalized service and tailored solutions to meet the unique needs of each client.

Our Services

At Vestpointe Wealth Management, we offer a range of services designed to help our clients achieve their financial goals. Our services include:

Investment Management

We work closely with our clients to develop a unique asset allocation and investment portfolio that leverages their entire financial picture, including tax and estate planning strategies. Our investment management process starts with a detailed review of our clients' financial goals and needs, including retirement and estate plans. We assess our clients' risk tolerance and understand their cash flow needs to design an asset allocation and investment portfolio that is right for them.

Estate Planning

Our estate planning services are designed to help our clients protect their assets and ensure that their wealth is transferred to their loved ones in a tax-efficient manner. Our estate planning services include will preparation, trust planning, and estate tax planning.

Financial Planning

Our financial planning services are designed to help our clients achieve their financial goals by providing personalized advice and guidance on a wide range of financial planning topics, including retirement planning, college savings, and long-term care planning.

Tax Preparation

Our tax preparation services are designed to provide our clients with personalized tax planning and preparation services. Our team of experienced tax professionals will work with our clients to identify opportunities to minimize their tax liability and maximize their tax refund.

Business Owner Resources

Our business owner resources are designed to provide guidance and support to small business owners and entrepreneurs. Our services include business succession planning, business tax planning, and retirement planning.

VestPointe of View

Our VestPointe of View is a comprehensive resource that provides our clients with valuable insights and information to help them achieve their financial goals. Our VestPointe of View includes articles, videos, and other resources on a wide range of financial planning and investment topics.

Calculator Library

Our calculator library provides our clients with a range of financial planning and investment calculators that can help them make informed decisions about their financial future. Our calculators include retirement planning calculators, investment return calculators, and more.

My Account

Our my account feature allows our clients to access their financial account information, including their investment portfolio, tax returns, and other important documents.