Business Details
21 Years
experience
Integrated Wealth Management Services in Scottsdale
At Vestpointe Wealth Management, we are dedicated to helping clients realize their financial goals through personalized, integrated strategies. With over 30 years of combined experience in financial planning, tax advisory, and investment management, our team of Certified Public Accountants and Certified Financial Planners leverages a holistic approach to address complex financial needs. Founded two decades ago to address gaps in traditional wealth management, we specialize in aligning investment portfolios, tax optimization, and estate planning to maximize returns while minimizing risk.Our methodology, symbolized by the navigator compass, emphasizes adaptability to market shifts and regulatory changes. As a fee-based Registered Investment Advisor (RIA), we prioritize transparency, client education, and long-term partnerships, ensuring every decision reflects our clients' unique financial landscapes and aspirations.
Services
Wealth Management
Estate Planning
Tax Preparation
Retirement Planning
Investment Advisory
Details
- Year established: 2005
Highlights and features
- We offer 30+ years of experience in integrated financial, tax, and investment planning.
- Our CPA-led team combines accounting expertise with wealth management strategies.
- We specialize in tax-efficient investment management to preserve client returns.
- Personalized asset allocation designed for individual risk tolerance and goals.
- Proven expertise in complex estate planning techniques for intergenerational wealth transfer.
Associations and certifications
- Registered Investment Advisor (RIA)
- Certified Public Accountants (CPA)
Services
Wealth Management
Our wealth management services integrate investment portfolios with tax and estate planning to optimize financial outcomes. We analyze client goals, risk tolerance, and cash flow to design personalized strategies that maximize returns while minimizing tax liabilities. Quarterly performance reports and online portfolio access ensure transparency and ongoing adjustments to align with evolving financial circumstances.
Estate Planning
Estate planning services focus on minimizing taxes, avoiding litigation, and preserving wealth for future generations. We utilize advanced techniques like Grantor Retained Annuity Trusts and Irrevocable Life Insurance Trusts, while also assisting with charitable giving strategies and post-death tax return preparation to ensure seamless asset transfer.
Tax Preparation
Our CPA-led tax preparation services cover individuals, businesses, trusts, and estates. We combine investment and business tax planning with annual return preparation, emphasizing deductions, capital loss utilization, and minimizing Alternative Minimum Tax impacts through year-round projections and strategic planning.
Retirement Planning
Retirement planning includes personalized asset allocation, risk assessment, and customized retirement account strategies. We evaluate client cash flow needs and tax implications to design plans that ensure financial security while optimizing tax-deferred growth opportunities through vehicles like solo 401(k)s and cash balance plans.
Investment Advisory
Investment advisory services focus on constructing diversified portfolios aligned with client goals and risk profiles. We conduct objective investment research, monitor performance, and adjust allocations to market conditions while integrating tax-efficient strategies to enhance long-term returns for both individual and institutional clients.
People
Joseph I. McCabe III
Founder & Chief Financial Planner
Joseph McCabe has over 20 years of experience advising high-net-worth individuals on complex tax, estate, and investment strategies. As a CPA and CFP, he specializes in integrated financial planning for entrepreneurs and families.
Michele F. McCabe
Investment Advisor
Michele McCabe co-founded Vestpointe and brings expertise in investment management and client relationship oversight. With an MBA, she focuses on aligning portfolio strategies with clients' long-term financial objectives.
Tom Prieto
Tax Specialist CPA
Tom Prieto is a licensed CPA in Arizona and California with specialized knowledge in business owner tax planning. He develops strategies to reduce tax burdens while supporting retirement and estate planning goals.
Lena Galitsky
Enrolled Agent
Lena Galitsky has over 20 years of accounting experience and specializes in tax compliance and planning. As an Enrolled Agent, she provides expert guidance on individual and business tax matters.
Conner Ferrier
Accounting Specialist
Conner Ferrier has 9 years of experience in public and corporate tax services. He supports clients with tax strategy implementation and financial reporting, ensuring alignment with overall wealth management plans.
Questions
What services does Vestpointe Wealth Management offer?
We provide integrated wealth management, estate planning, tax advisory, retirement planning, and investment advisory services for individuals and business owners.
How does Vestpointe's approach differ from other financial advisors?
Our CPA-led team combines tax expertise with investment management to create holistic strategies that address interconnected financial, tax, and estate planning needs.
What tax efficiency strategies do you employ?
We optimize portfolios using tax-loss harvesting, entity structuring, and strategic deductions to reduce tax liabilities by 20-50% of investment returns.
Do you work with business owners specifically?
Yes, we specialize in tax and retirement planning for entrepreneurs, including customized 401(k), profit-sharing, and cash balance plans.
What estate planning techniques do you use?
We implement Grantor Retained Annuity Trusts, Irrevocable Life Insurance Trusts, and charitable vehicles to minimize taxes and ensure wealth transfer goals.
