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Vestpointe Wealth Management Employee Directory

Financial ServicesArizona, United States2-10 Employees

Vestpointe Wealth Management operates as a financial services firm focused on integrated advisory work for affluent clients. The practice combines investment advice, estate planning, and tax consulting to address the full scope of a client's financial picture. Its client base consists of wealthy individuals seeking forward-looking, strategy-driven guidance to reach financial goals.

The approach emphasizes planning that adapts to changing circumstances to optimize returns while controlling risk and tax implications. The company is based in Scottsdale, Arizona, and operates with a small professional team. Its footprint is locally oriented, delivering coordinated wealth-management services to its clients.

Find Vestpointe Wealth Management employees' phone numbers or email addresses

Vestpointe Wealth Management Global Highlights

Location
Employees

North America
4

Minus sign iconPlus sign icon
  • United States Of America
    4

Vestpointe Wealth Management's Leadership

  • President/Founder at Vestpointe Wealth Management
    J. M.
    President/Founder
    Mobile Phone
  • Senior Tax Accountant at Vestpointe Wealth Management
    C. F.
    Senior Tax Accountant
    Mobile Phone
  • Certified Public Accountant at Vestpointe Wealth Management
    J. V.
    Certified Public Accountant
    Mobile Phone
  • Financial Advisor at Vestpointe Wealth Management
    M. M.
    Financial Advisor
    Mobile Phone
  • Executive Assistant at Vestpointe Wealth Management
    J. M.
    Executive Assistant
    Mobile Phone

Vestpointe Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Accounting
  • Banking
  • Business
  • Other

Contact profiles from Vestpointe Wealth Management

Name
Title
Contact
Location
Last Update
  • President/Founder at Vestpointe Wealth Management
    J. M.
    President/Founder
    Mobile Phone
    United States, Arizona
    May 22, 2026
  • Senior Tax Accountant at Vestpointe Wealth Management
    C. F.
    Senior Tax Accountant
    Mobile Phone
    United States, Arizona
    Jun 02, 2025
  • Certified Public Accountant at Vestpointe Wealth Management
    J. V.
    Certified Public Accountant
    Mobile Phone
    United States, Arizona
    Apr 16, 2026
  • Financial Advisor at Vestpointe Wealth Management
    M. M.
    Financial Advisor
    Mobile Phone
    United States, Arizona
    Apr 14, 2026
  • Executive Assistant at Vestpointe Wealth Management
    J. M.
    Executive Assistant
    Mobile Phone
    United States, Arizona
    Jun 02, 2026

Frequently Asked Questions

What is Vestpointe Wealth Management known for?

Minus sign iconPlus sign iconVestpointe Wealth Management operates in the Financial Services industry. You can contact Vestpointe Wealth Management's main corporate office by phone at
+1-602-212-****
. Explore Vestpointe Wealth Management's company overview page for more information.

What is Vestpointe Wealth Management's most common email format?

Minus sign iconPlus sign iconVestpointe Wealth Management employees' email format typically follows the pattern of First@vestpointe.com. Trying to find reliable and up-to-date employee contact data? Find more Vestpointe Wealth Management email formats with LeadIQ.

How many employees does Vestpointe Wealth Management have currently?

Minus sign iconPlus sign iconVestpointe Wealth Management has approximately 4 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Vestpointe Wealth Management's key employees and leadership?

Minus sign iconPlus sign icon

As of August 2026, Vestpointe Wealth Management's key employees include:

  • President/Founder: J. M.
  • Senior Tax Accountant: C. F.
  • Certified Public Accountant: J. V.
  • Financial Advisor: M. M.
  • Executive Assistant: J. M.

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