Lakepointe Advisors, Llc
At LakePointe Advisors we create strategies to turn financial burdens into wealth opportunities. We believe lasting wealth begins with smart tax strategy, not chasing returns. Investments are important—but tax efficiency is foundational. That’s why we start by asking,"how do we reduce unnecessary tax leakage?” Because when you stop the leaks, everything else can grow stronger. Investment advice offered through Fourth Dimension Wealth, LLC. LakePointe Advisors, LLC and Fourth Dimension Wealth, LLC are separate entities.
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3 contacts with verified email or phone · masked until revealed.
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Nick Dangelo
Vice President of Client Relations · Customer/Client Service
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Sal Dangelo
Founder and President · Other
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Top roles at Lakepointe Advisors, Llc
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- 2vice president of client relations
- 1founder and president
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