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  • What types of clients do you serve?
    Our firm serves high net worth individuals and their families, businesses, and foundations to provide customized investment strategies, credit and lending advisory*, life transition planning and family wealth preservation strategies. * Credit and lending services offered through dedicated third party partners.
  • What are your investment philosophies?
    We believe in building customized investment portfolios that are tax efficient and cost effective with an eye towards generating high risk adjusted returns.
  • What type of service can your clients expect?
    Our team is committed to accessibility and exceptional service. We’ve chosen to limit our client base so we can provide undivided attention. Coordinating with our clients’ tax, legal, and other outside advisors to ensure strategies are aligned is also integral to our process.
  • What methods are available to clients for moving funds in and out of their accounts?
    Our clients have access to move money in and out of their accounts through an ACH, wire, or check transaction. We can set up automatic, reoccurring instructions as well.
  • What is your relationship with LPL Financial?
    LPL Financial is our broker-dealer and Registered Investment Advisor custodian. As the nation’s largest independent broker/dealer*, they provide an integrated platform of technology, brokerage and investment advisory services to financial advisors. *As reported by Financial Planning magazine, June 1996-2017, based on total revenue
  • How are you compensated?
    The majority of our business is investment management, which we charge a quarterly fee for based on the amount of assets under management. We believe that offering fee based management services best aligns our interests with our clients’ interests. Our advisors are also licensed insurance agents. From time to time, we may provide our clients with insurance-based products for which we earn a commission.
  • What types of clients do you serve?
    Our firm serves high net worth individuals and their families, businesses, and foundations to provide customized investment strategies, credit and lending advisory*, life transition planning and family wealth preservation strategies. * Credit and lending services offered through dedicated third party partners.
  • What are your investment philosophies?
    We believe in building customized investment portfolios that are tax efficient and cost effective with an eye towards generating high risk adjusted returns.
  • What type of service can your clients expect?
    Our team is committed to accessibility and exceptional service. We’ve chosen to limit our client base so we can provide undivided attention. Coordinating with our clients’ tax, legal, and other outside advisors to ensure strategies are aligned is also integral to our process.
  • What methods are available to clients for moving funds in and out of their accounts?
    Our clients have access to move money in and out of their accounts through an ACH, wire, or check transaction. We can set up automatic, reoccurring instructions as well.
  • What is your relationship with LPL Financial?
    LPL Financial is our broker-dealer and Registered Investment Advisor custodian. As the nation’s largest independent broker/dealer*, they provide an integrated platform of technology, brokerage and investment advisory services to financial advisors. *As reported by Financial Planning magazine, June 1996-2017, based on total revenue
  • How are you compensated?
    The majority of our business is investment management, which we charge a quarterly fee for based on the amount of assets under management. We believe that offering fee based management services best aligns our interests with our clients’ interests. Our advisors are also licensed insurance agents. From time to time, we may provide our clients with insurance-based products for which we earn a commission.

© 2021 Gulf Point Advisors LLC

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The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states: CO, FL, LA, KS, ME, MS, TN and TX.

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Securities offered through LPL Financial. Member FINRA/SIPC. Investment advisory services offered through NewEdge Advisors, LLC, a registered investment adviser. NewEdge Advisors, LLC and Gulf Point Advisors  are separate entities from LPL Financial.


NewEdge Advisors, LLC (“NewEdge Advisors”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where NewEdge Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for information purposes. Past Performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by NewEdge Advisors unless a client service agreement is in place.


The content of this website is developed from resources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult your legal or tax professionals for specific information regarding our individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.

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*Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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* As reported in Financial Planning Magazine, June 1996-2016, based on total revenue.

** LPL Financial representatives offer access to trust services through The Private Trust Company N.A., an affiliate of LPL Financial

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