Professional Advisors Dedicated to you


VergePointe is a firm of professional advisors dedicated to helping business owners and wealthy families manage their entire net worth. Since 1986, we have been serving our clients as their Private Advisors by providing confidential advice that is unique to their perspective and based on their goal set. We have specialized expertise in complex financial areas that are inherently present with many entrepreneurs, real estate investors and wealthy families.

Our professionals have extensive experience helping clients negotiate unfamiliar financial situations and develop strategies to increase the value of their overall net worth.

In addition, VergePointe is affiliated with VergePointe Capital, an opportunistic fund that co-invests in established private companies alongside middle market private equity firms, institutional investors and successful entrepreneurs. In the right situations, this affiliation provides valuable opportunities for accredited business owners and entrepreneurs looking to expand their alternative investments strategies.