Welcome to North Pointe Wealth Management

North Pointe Wealth Management is a financial services company that integrates financial planning and asset management services. We strive to provide the highest quality of comprehensive investment solutions to individuals, estates, trusts, charitable foundations and small businesses in the areas of retirement planning, estate planning, portfolio management, asset allocation, risk protection, cash flow planning, stock option analysis and college savings strategies. We are committed to helping meet client objectives and providing superior client services.

Many firms provide investment management services. Yet we believe there are few that successfully tailor them to meet the different needs of each client.  Our service offerings, while diverse, are driven by a single priority: the needs of our clients. Backed by a network of resources, we deliver our advice without the distractions or conflicts of interest that can be a characteristic of larger institutions.

Personal service will define all aspects of your relationship with North Pointe Wealth Management. Our advisors work with industry specialists to help support your goals and will always strive to deliver exceptional care and attention.

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Our company is built on a solid foundation of excellent client service and in-depth market knowledge.

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North Pointe Wealth Management
1 Mercantile Street, Suite 530  
Worcester, MA 01608
Phone: (508) 799-2196
Fax: (508) 799-7896 
Email: dbrunelle@voyafa.com
Email: mquercio@voyafa.com

College Financial Aid Strategy, Student Assistance

1 Mercantile Street, Suite 530, Worcester, MA01608
Phone: (508) 799-2196Fax: (508) 799-7896Email: dbrunelle@voyafa.com

Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC). Federal and state insurance and securities rules and regulations prohibit registered representative(s) and/or investment adviser representative(s) from soliciting, offering and selling any insurance or securities products or providing investment advice until they are properly registered and licensed in each state jurisdiction.

The registered representative(s) and/or investment adviser representative(s) listed on this website are licensed and registered in the following states: Arizona (AZ), California (CA), Connecticut (CT), Florida (FL), Massachusetts (MA), Michigan (MI), North Carolina (NC), New York (NY), Ohio (OH), Oklahoma (OK), Rhode Island (RI), Tennessee (TN), Virginia (VA), and Vermont (VT).