CONNECT

Address:

Cincinnati, OH

Phone:

513-923-2100

Mission Statement

 

WealthPoint Advisors is a full-service financial consulting firm dedicated to helping our clients build wealth and protect their hard-earned assets.  We have founded our business by empowering our clients to hold us to the highest standard of service.  We are a privately owned, nationwide company created to provide an independent environment with an open architecture of platforms and products.

WealthPoint Advisors was founded by Gary Roell, CFP® and Justin McColaugh, AIF® to provide world-class investment solutions for our clients. Our independence enables us to establish working relationships with a number of industry-leading mutual funds, separate account managers, third party asset managers, annuity providers, alternative investments and insurance providers whose products we leverage to create customized client solutions. We recommend only those products and services that can be tailored to suit our clients' unique needs.

WealthPoint Advisors selected Sigma Financial Corporation, a member of FINRA and SIPC, as its broker dealer.  They are a nine time winner of Broker / Dealer of the Year from Investment Advisor Magazine Fax Poll and two-time winner of Rep Magazine's Independent Broker Dealer Report.  Sigma Financial will provide many services for WealthPoint Advisors including back office support, due diligence, and compliance oversight.

To Learn More About Gary Roell, Click Here

To Learn More About Justin McColaugh, Click Here



 

Securities offered through Sigma Financial Corporation, LLC. Member FINRA and SIPC. Investment advisory services offered through SPC, a registered investment advisor.


 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck