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Wealth Management | Vestpointe Wealth Management

Vestpointe provides professional financial planning, wealth management, tax preparation and planning.

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Wealth Management | Vestpointe Wealth Management | vestpointe.com Reviews

https://vestpointe.com

Vestpointe provides professional financial planning, wealth management, tax preparation and planning.

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Vestpointe-Tax Prep - Vestpointe Wealth Management

http://www.vestpointe.com/tax-preparation

Vestpointe Wealth Management provides sophisticated tax. Planning services that work in conjunction with your investment portfolio, business interests, and estate plan. We design tax. Strategies to help you take advantage of tax. Savings opportunities allowed within the law, including the use of entities such as partnerships, corporations, and trusts. Throughout the year, we provide tax. Projections, quarterly tax. Estimates, and year end analysis. Our ongoing tax. AMT) We advise our clients on the tax.

2

Account Access - Vestpointe Wealth Management

http://www.vestpointe.com/account-access

7373 E. Doubletree Ranch Rd.,. Scottsdale, AZ 85258. 2016 Vestpointe Wealth Management, LLC.

3

Market Data Bank

http://www.vestpointe.com/resources/market-data-bank

Click image to enlarge. STOCKS VOLATILE, ECONOMY STRONG. The S&P 500 index gained just 4% over the 12 months ended June 30, 2016. A collapse in profits hit energy and mining companies hard, and hurt earnings of the S&P 500. A 4% return is less than half the average annual return of about 10% on U.S. large-companies' equities since 1926. Click image to enlarge. Click image to enlarge. Click image to enlarge. INDEXES TRACKING ASSET CLASSES. Click image to enlarge. Leading economic indicators released on Ju...

4

Disclosure - Vestpointe Wealth Management

http://www.vestpointe.com/disclosure

Vestpointe Wealth Management, LLC is a state registered investment advisor firm in Arizona. Please click here for our current ADV Part I which has been filed with FINRA. Form ADV Part II is made available to prospective and current clients upon request. Past performance is not an indicator of future results. All investments carry some level of risk and may or may not be suitable for all people. Vestpointe Wealth Management, LLC is affiliated with and under the same ownership as Joseph I. McCabe III, ...

5

Articles of Interest - Vestpointe Wealth Management

http://www.vestpointe.com/resources/articles-of-interest

Trade an Annuity for a Better One. Trading one annuity for another can save you thousands of dollars. Here are the details. 26 Aug, 2016. You've Recently Retired. Now What? It is important to shift your mindset from saving to spending. Here's help for doing it. 26 Aug, 2016. The Rich Beat Others on Investments Too. According to new data, the wealthy make more money on their investments than the less affluent. 26 Aug, 2016. States Face a $1 Trillion Pension Shortfall. 26 Aug, 2016. 26 Aug, 2016. The autho...

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Emerging Professionals' Group - Central Arizona Estate Planning Council

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Monday, October 3, 2016. The Wonderful World of Divorce: What Estate Planning Professionals Need to Know. Associate Member Dues Payment. CENTRAL ARIZONA ESTATE PLANNING COUNCIL. Associate Member Dues Payment. 2015-16 Emerging Professionals Group Guidelines. 2015-16 Emerging Professionals Scholarship Guidelines and Application. Mass Mutual Financial Group of AZ. Curley and Allison, LLP. Raymond James and Associates. Frazer, Ryan, Goldberg and Arnold, LLP. Jacobson Crandell, PLC. October 3, 2016.

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