About Us
Vestpointe Wealth Management provides integrated investment advisory, estate planning, and tax consulting services to help our high net worth clients achieve their financial goals. With over 15 years experience advising individuals with complex financial situations, our team manages your comprehensive financial picture with an integrated approach to maximize returns, minimize risk and reduce taxes.
The lack of integration between your investments, income taxes, and estate plans often creates the most challenges – and opportunities – for long-term financial success. We specialize in developing and executing proactive strategies that leverage your entire financial picture.
Vestpointe Wealth Management is a fee-only advisor: we do not accept commissions or other soft dollar arrangements and are paid only through our fee arrangement with you. We do not sell any commission-based financial products. Vestpointe Wealth Management is a Registered Investment Advisor (RIA).
Joseph I. McCabe III, CPA, CFP®
Joseph I. McCabe has been serving the complex tax, estate and investment needs of high net worth individuals for over 15 years. As a Certified Public Accountant (CPA) and Certified Financial Planner (CFP®), he has worked for accounting firms including KPMG and Arthur Andersen to serve high net worth individuals and families. His certifications also include Series 65 and Certificate of Estate Planning from the Arizona Society of Certified Public Accountants (ASCPA).
Mr. McCabe has been in public accounting practice since 1989 after graduating from The University of Southern California. A Phoenix native, he and his wife have three children and reside in Scottsdale. |