Welcome to the Farpointe Wealth blog. Whether it’s ideas from the industry, Brian's newest ideas for fashion or other emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.
Welcome to the Farpointe Family, Carolyn Mora!
Carolyn Mora, a CPA and CFP in El Paso, Texas, joins us from Avantax as the newest member of the rapidly growing Farpointe Family.Read More
Integrated Tax and Wealth Planning: 5 Tips for Managing Tax Season
Here are five tips to ensure that your tax and wealth planning firm has a disciplined process for tax season that changes over time as your clients and practice evolve.Read More
Welcome Frank Abigana to the Farpointe Family
Frank Abigana joined Farpointe from Avantax to get the dedicated support he needs and deserves to grow his practice.Read More
Farpointe Provides Advisors New "Virtual Assistant"
Farpointe advisors asked for our help and Farpointe responded by creating a new "virtual" CSA role to enable our advisors to maintain the service excellence their clients deserve and expect.Read More
Farpointe Welcomes Sephton Financial to its Rapidly Growing Advisor Community
Farpointe is excited to welcome Donna Kendrick CFP®, CDFA®, and Sephton Financial, as the latest practice to join the rapidly growing Farpointe family.Read More
Does Your Broker-Dealer Make You Feel Like a Number?
In "Feel Like a Number," the great Bob Seger captured the doleful reality of many financial professionals. How can your broker-dealer elevate your business and provide the support you need to grow if they do not even know your name?Read More
Do You Want to Do More than Just Survive Tax Season?
For most Advisors tax season is a game of survival. Now that the filing deadline has passed it is an opportune time to think about paving a better path for your business.Read More
Latest Thought Leadership on Integrated Tax and Wealth Planning
We believe strongly in the power of coordinated tax and financial planning. Check out our latest thought leadership on the subject.Read More
Frustrated with Your Current Broker-Dealer? Use Tax Season to Prepare for Transition
If you have even remotely considered changing firms, you should use this tax season to improve your client data and get your practice ready for transition.Read More
Farpointe 2021 Year in Review
Before we dive headlong into 2022, we wanted to look back at a few of Farpointe’s highlights from last year.Read More
It's a Cajun Coalition - Empower Wealth Joins the Farpointe Family
Jazz, great food, and great times with great people are just a few reasons we love Louisiana. For those and a lot of other reasons we are thrilled that the team at Empower Wealth Management led by Chrystal Adams has joined the rapidly...Read More
First Oklahoma Advisory Group – with over $240M in Assets – Joins the Farpointe Family
One thing that distinguishes Farpointe advisors is that they build their business primarily through referrals based on the value they provide rather than by marketing or selling. Steve Wilson and his team at First Oklahoma Advisory...Read More
Dahle’s Financial Services – Another Highly Experienced Team – Joins the Farpointe Family
Utah is a fabulous place to visit whether you like skiing, hiking, mountain biking or rubbing elbows with celebrities at the Sundance Film Festival. As if that isn’t enough, the Farpointe team now has another reason to visit Utah...Read More
Farpointe Welcomes WealthCo Financial Group
When you think Houston you think NASA, Tex-Mex, rodeo and of course sound tax, financial and retirement planning. The latter is at least in part thanks to our newest Farpointe affiliates at WealthCo Financial Group run by...Read More
Johnson Financial Joins the Farpointe Family
They say all good things come in threes. As proof we are pleased to welcome Johnson Financial, LLC – our third practice in Louisiana – to the rapidly growing Farpointe family. Johnson Financial is a family business run by...Read More
Financial Services Veteran Catherine Bonneau Joins Farpointe’s Board of Directors
Farpointe Wealth Partners is excited to announce that financial services veteran Catherine Bonneau has joined our Board of Directors and will serve as a key advisor to the company. There are not many executives with Catherine’s...Read More
Happy Independence Day From Farpointe
As we head into the July 4th weekend, the Farpointe team wants to thank our growing Farpointe family and all of our friends for your fellowship and support. It has been an eventful and exciting (and often humbling) few months since we...Read More
Canyon Oak Financial Joins the Farpointe Community of Advisors
Patrick Lencioni wisely counsels: “Choose your companions before you choose the road.” Although in business (as in life) you don’t know where the road will lead or what lies ahead, the right team acting together with...Read More
Farpointe Welcomes Terzolo Financial Group
120 years after Annie Edson Taylor became the first person to successfully go over Niagara Falls in a barrel, the Finger Lakes region is abuzz again today over a comparable feat of courage and daring. Well not quite…but...Read More
Farpointe Expands Executive Team (Cue the Fanfare!)
Farpointe has added two senior executives to its leadership team, positioning the firm to deliver an exceptional and experience to our growing community of advisors.Read More
Farpointe: What's In A Name?
We have received lots of questions about the source of our name: Farpointe Wealth Partners. Read on...the time has come to unravel the mystery and reveal the meaning behind the Farpointe name.Read More
Farpointe Welcomes Brunet Wealth Management
Farpointe Wealth Partners is excited to announce that Brunet Wealth Management, a $70 million AUA firm headquartered in Metairie, Louisiana, has joined the Farpointe community of advisors.Read More
Reunited and it Feels So Good!
As the Irish proverb tells us, “A good friend is like a four-leaf clover; hard to find and lucky to have.” That’s how we at Farpointe feel about our old friend Dave O’Neill joining our community of advisors....Read More
Welcome Schexnayder Financial - Lesson for a Lifetime
So many valuable lessons learned over the past 20+ years in this profession. Among these: 1) It's more important to have the right questions than it is to have a ready answer 2) investor behavior is far more impactful to real life...Read More