Sample site. Northpoint Wealth is invented. Every name, price and review on it is invented too.
Direction 1 of 8: Boutique · Sand ▾

The same advisory practice in 8 design directions. Switching keeps you on this page.

Why it is built this way ▾

The features a site in this trade needs. Each one is working somewhere on this sample:

  1. Fiduciary statementFee-only and fiduciary are the words prospects scan for, so they sit in the strip at the top of every page.
  2. Published fee schedulePeople who book an introduction have already seen the number, which makes the first call about planning.
  3. Fee calculatorThe schedule becomes a dollar figure for the visitor's own assets, with no returns projection anywhere on the page.
  4. Who this is forPre-retirees, business owners, physicians and heirs each get a page, so the right prospect sees their situation named.
  5. Advisor credentials up frontCFP certification and years in practice sit on the team cards and the about page.
  6. A short introduction formThe form has three fields and books a 20-minute call, since nobody hands over their savings from a web form.
Fee-only fiduciaryNo commissions or product sales
Book an introduction
Home / About

A fee-only practice in Halloway

Northpoint Wealth is a registered investment adviser serving about 112 households, most within an hour of Halloway. We are paid only by the fees our clients pay us. We have no products to sell and accept no commissions or referral payments.

Registration does not imply a certain level of skill or training. Information on this site is general and is not individual investment, tax or legal advice. Investing involves risk, including the possible loss of principal, and past performance does not guarantee future results. Our Form ADV Part 2 is available on request.

Piggy bank, calculator, glasses and coins on a white wood table
The team

Who you will see

Grace Lindqvist, CFP

Founder

Grace has worked in financial planning for 18 years and has been fee-only since 2011. She leads retirement and business owner planning.

Samuel Abara, CFP, CPA

Senior advisor

Samuel handles tax-focused planning for physicians, dentists and families managing an inheritance.

Lena Morrow

Client service manager

Lena handles account paperwork, transfers and scheduling, and is the person who answers the phone.

Reviews

What people say

★★★★★

“The fee was on the website, so we spent the whole first meeting on our retirement plans.”

Mark and Joan T.
★★★★★

“Grace never tried to sell us anything. When I asked about an annuity she walked through it and then told us why she thought we did not need one.”

Denise F.
★★★★★

“After my father died they sat with my sister and me, laid out the deadlines, and told us nothing had to happen that month.”

Chris A.
What we do

Services and prices

Retirement planning

Included in the advisory fee

For people five years or less from retirement: income, drawdown order and taxes.

Investment management

0.90% on the first $1M

Diversified portfolios of low-cost funds, rebalanced and managed for taxes.

Planning for business owners

Included in the advisory fee

Exit planning, concentration risk and retirement plans for your company.

Every service and price →   What our fee comes to in dollars →

Come and meet us.

Or call (555) 010-6650.

Book an introduction
Call (555) 010-6650