Let's talk about your goals
Book a free consultation or reach out any way you like — we usually reply within one business day.
Email us
hello@northpointwealth.com
We reply within one business day
Call us
(415) 555-0182
Mon–Fri, 9am–5pm PT
Visit us
100 Market Street, Suite 1200, San Francisco, CA
By appointment
Book online
Schedule a 30-min call
Free, no obligation
Office hours
Mon–Fri, 9:00am–5:00pm PT
Before you reach out
Are you a fiduciary?+
Yes. We are a fee-only fiduciary, legally obligated to act in your best interest at all times — we never earn commissions.
How much do you charge?+
We charge a transparent, flat advisory fee based on the complexity of your plan. You'll always know exactly what you pay.
What is your investment minimum?+
Our Foundations program has no minimum. Comprehensive wealth management typically starts at $250,000 in investable assets.
How often will we meet?+
At least twice a year for a formal review, plus on-demand whenever a major life or market event arises.
Can you work with clients remotely?+
Absolutely. We serve clients nationwide via secure video, with the same depth as an in-person relationship.
How do I get started?+
Book a free 30-minute consultation. We'll discuss your goals and whether we're the right fit — no pressure, no obligation.