In this episode of Financial Planner Search, Jack Dwyer, President of Sunpointe Investments, talks about why he left a giant consulting firm to build a practice that shines a bright light on fees and conflicts and why he thinks of advising as garden-glove work, not white-glove waiting.

Jack came to this as an Army engineer who commanded a bridge company in Iraq.

He still uses that same instinct: take the fog of war, markets, taxes, family dynamics, a job change and boil it down to what actually matters for this family. He and his partner grew Sunpointe out of family-office work at Hammond Associates and Mercer, serving established offices alongside tech entrepreneurs and even other finance professionals. One moment that meant a lot to him: a fellow CFA charterholder hired them, first for his aging parents, then for himself. The through-line is what money is supposed to carry. Jack sits with kids as young as sixth grade to talk about how markets actually work. He helps grandparents put a family mission and five core values in writing. As he puts it, pass along personal values at the same time you’re passing along account values.

Takeaways

• Garden-glove service: digging in beside families instead of waiting on them
• Pass personal values with account values
• Next-gen education as early as sixth grade
• A family playbook so you can adjust when life happens
• Even people who “could do it themselves” still hire a coach
  

Chapters

• 00:00 From Army engineer to family-office advisor
• 03:03 Why they built Sunpointe for transparency
• 07:17 Family offices, entrepreneurs, and the CFA who hired them
• 10:18 Preparing kids and grandkids for wealth
• 15:27 Family playbooks when the plan meets real life
• 21:29 Garden-glove service, not white glove
• 22:29 Building out family governance, education, and giving
• 26:52 How working together actually looks
• 30:18 Where to start a conversation
  

You can find them at: https://sunpointeinvestments.com

If you are a financial advisor looking to grow your business you can find out more about Wilnau Design at https://www.wilnaudesign.com/

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