NorthPointe Wealth Management

NorthPointe Wealth Management Empowering clients to achieve financial freedom through personalized financial guidance.

NorthPointe Wealth Management is an independent team of wealth management professionals dedicated to providing personalized financial guidance and education to help individuals and businesses pursue their financial goals. With a proactive approach, we work closely with our clients to develop customized investment strategies that address their unique circumstances and objectives. Our core values of

trust, service, and integrity inform everything we do, as we strive to be a constant presence for every stage of life. Whether you are just starting out or planning for retirement, NorthPointe has the knowledge and expertise to help you navigate the complex world of personal finance. Our mission is to empower our clients to achieve financial freedom and peace of mind through expert guidance in planning, portfolio management, ex*****on, and follow-up. Disclosure:

For full disclosures, please visit https://www.northpointewealth.net/ Thank you.

As we enjoy our freedoms and blessings, let us take a moment to reflect on the sacrifices made by so many men and women ...
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As we enjoy our freedoms and blessings, let us take a moment to reflect on the sacrifices made by so many men and women who have served our nation. Thank you for your service and dedication.

Artificial intelligence is becoming a more common expectation in early-career roles.Recent data shows that about 4.2% of...
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Artificial intelligence is becoming a more common expectation in early-career roles.

Recent data shows that about 4.2% of entry-level job postings now reference AI skills, nearly double the share from a year ago. Internship postings are even higher, with more than 10% including AI-related requirements.

The trend spans a range of industries, with the strongest presence in technology roles, along with growing adoption in areas like financial services and marketing.

At the same time, many students report learning these tools on their own, as formal training continues to catch up with workplace expectations.

While the overall job market for new graduates remains competitive, familiarity with AI tools is becoming one way candidates can stand out across a variety of roles.


Source:

As of March, 4.2% of full-time early-career jobs called for AI skills, nearly double the share from a year ago, according to Handshake's 2026 graduate report.

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When I work with my clients, we don't only look at what they have invested with me at my firm.  We look at the whole pic...
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When I work with my clients, we don't only look at what they have invested with me at my firm. We look at the whole picture (investments, debt, insurance, long-term care, goals) to make sure that their overall wealth is working for them. I utilize RightCapital's planning software to help provide the whole picture. Many of my clients have not seen all of their assets accounted for in one place, and then see the power of the software project the data into the future and be able to manipulate the information to better align their goals.

This is one of the many items I help quarterback for my clients so that they can do what they do best. For some, that's focus on their career, while others want to focus on family and retirement. No matter what stage you're in, having a partner to help you make financial decisions you can be confident and comfortable with is paramount.

If you're looking for a second opinion or working with an advisor for the first time, I'm happy to have a conversation.

[email protected]

NorthPointe Wealth Management is an independent financial firm dedicated to providing personalized financial guidance and education to help individuals and businesses pursue their financial goals.

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As Thanksgiving approaches, it's a wonderful opportunity to reflect on all the good things in our lives and to cherish the family and friends who make our days brighter. With excitement for the year ahead, let's embrace a holiday season filled with the joys of love, connection, and togetherness. Wishing you a delightful Thanksgiving and a fantastic holiday season!

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In 2024, the average work bonus was roughly 2.8 percent of the worker’s annual salary, across all industries. What would you do with yours?

This article examines one's options when receiving a work bonus or other financial windfalls.

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09/23/2025

NorthPointe Wealth Management is expanding!

NPWM is seeking a professional Client-Associate to join the team. The ideal candidate is a happy, friendly, independent self-starter. Located in a professional office environment in St Michael, MN . Hours: Monday-Friday 8:30am-4:00pm.

About This Role
• Customer satisfaction and communication is number one. Must have excellent oral and written communication skills.
• Responsible for day-to-day operations and administrative support.
• Own best-in-class ex*****on of all client tasks, requests, and inquiries in a timely manner.
• Proactively seek opportunities to improve NPWM’s internal procedures in pursuit of excellent client, and advisor experience.
• Support new client prospecting, closing, and onboarding processes, including: meeting preparation, obtaining account and investment strategy documentation, driving account creation and account transfers.
• Work closely with other professional advisors such as CPAs, estate planning attorneys, business managers, insurance agents.
• Create and maintain client data in Redtail and other systems.
• Adherence to all required compliance policies and procedures.
• Protect client’s confidentiality of all personal and financial information.

What We are Seeking:
• BA/BS degree in finance, economics, or related field.
• 2+ years of experience in a similar role with a registered investment advisory firm and/or broker-dealer including experience interacting directly with clients.
· Series 7 and 66 licenses or willingness to obtain after hire
· Strong technical skills in MS Office applications--Word, Excel, and PowerPoint-- and familiarity with the Google equivalents.
• Adept at quickly learning and adopting new technologies.
• Social media skills appreciated

Benefits
· Competitive compensation package (salary range from $45,000 to $75,000 per year) depending on prior certifications and relevant experience.
· On site work only.
· Bonus eligible.
· PTO equal to 120 hours in addition to FINRA holidays.
· 401(k)
· Health and Dental not currently offered.

Please apply directly to Andrew Greene:
[email protected]
763-340-2350

09/19/2025

📣 Exciting News from NorthPointe Wealth Management! 🚀

We're thrilled to announce that our team has moved to a new location! This transition marks a new chapter in our journey to provide even better service and convenience to our valued clients.

Our new office space is designed with you in mind, offering a welcoming environment where we can continue to deliver personalized and expert wealth management services. Whether you’re planning for retirement, managing investments, or looking to secure your financial future, we’re here to help guide your path or provide a second opinion.

Visit us at our new location to see how we can support your financial goals!

📍 New Address: 105 Central Ave E Suite A Saint Michael, MN 55376 (Title Specialists Building)
📞 Contact us: 763-340-2349

Thank you for being a part of our community. We look forward to serving you in our new home! 🏡

Address

105 Central Avenue E Suite A
Saint Michael, MN
55376

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