La Pointe Wealth Advisors

Securities offered through LPL Financial, member FINRA/SIPC. La Pointe Wealth Management is a seperate entity from LPL Financial. www.sipc.org, www.finra.org

INTEGRITY. EXPERIENCE. RESULTS. We work for YOU, not Wall Street! Our experienced team offers all the service and options that only an independent firm can provide. LPL Financial, the nation’s largest independent broker/dealer*, gives us access to powerful research and technology with no proprietary investment products; this relationship empowers us to serve you with well informed, objective finan

Photos from La Pointe Wealth Advisors's post 08/22/2024

Wishing a very happy birthday to our very own Karen La Pointe!

Photos from La Pointe Wealth Advisors's post 07/08/2024

Wishing our dear Reem a very Happy Birthday. We enjoyed celebrating you!

07/05/2024

Happy Independence Day from all of us at La Pointe Wealth Advisors.

Photos from La Pointe Wealth Advisors's post 07/01/2024

Celebrating 8 years with our Brittany! We are so happy to have you on our team.

Photos from La Pointe Wealth Advisors's post 06/11/2024

Celebrating our one and only Bryce! Wishing you the happiest Birthday 🥳

05/30/2024

Wishing our sweet Sarah a very Happy Birthday! You deserve to be celebrated on your day!

05/24/2024

Wishing everyone a meaningful and memorable Memorial Day weekend!

04/22/2024

DANKE SCHÖN TO OUR GENEROUS SPONSOR La Pointe Wealth Advisors Karen La Pointe David La Pointe for their continued support and commitment to , it’s with partners like you that we can continue making a positive impact in our community!

Temecula Rotary Golf-toberfest
Friday, October 18, 2024

⛳️Dust off your clubs and don your lederhosen because the 🏌️🏌️‍♀️ Rotary Club of Temecula is gearing up for its 5th Annual Golf Tournament, ⛳️hitting the greens on Friday, Oct. 18th, at The Golf Club at Rancho California (SCGA). It's not just any golf tournament – it's a Golf-toberfest extravaganza! Picture this: a shotgun start with each hole transformed, featuring local business leaders and Rotarians serving up 🌭🌭bratwurst, 🥨pretzels, and of course, ice-cold brews 🍻. Swing, sip, and savor your way through a day of Bavarian-inspired golfing goodness, all in support of a noble cause. Every swing supports Rotary's mission in the Temecula Valley – from nurturing youth leadership to spreading holiday cheer to those in need.
So, grab your clubs and get ready to tee off for charity in true Oktoberfest style! 🍻👏👏👏👏
Rotary: Supporting our community, and having fun doing it!

For More Information for Registration:
https://rotarycluboftemecula.ejoinme.org/MyEvents/2024TemeculaRotaryGolftoberfest/tabid/1432875/Default.aspx

04/10/2024

Wishing our one and only Craig Carper a very Happy Birthday!!!

Photos from La Pointe Wealth Advisors's post 03/21/2024

Cheers to 3 years Alondra! We love having you on our team!

02/15/2024

Another beautiful song from our barbershop quartet!

Photos from La Pointe Wealth Advisors's post 02/15/2024
Photos from La Pointe Wealth Advisors's post 01/30/2024

Happy Birthday David! May you be treated like a King on your special day!

01/25/2024

We are honored to be nominated for the 2023 Sterling Business of the Year Award! Continuing our mission to "Invest In Others."

12/23/2023

Merry Christmas from all of us at La Pointe Wealth Advisors! We hope you have a wonderful holiday season!

11/22/2023

We hope your holiday is filled with gratitude and blessings. Happy Thanksgiving from all of us at La Pointe Wealth Advisors.

11/20/2023

Thank you to David and Karen with La Pointe Wealth Advisors for their 2023 Annual Sponsorship. Their leadership helped Oak Grove provide Youth and Students with special needs 45 field trips this year. Thank you for your support!

AFP Inland Empire November Newsletter 11/13/2023

David and Karen La Pointe of La Pointe Wealth Advisors are honored and humbled to be nominated for "Philanthropist of the Year" by the Inland Empire Association of Fundraising Professionals! Congratulations for this amazing recognition!

AFP Inland Empire November Newsletter AFP IE Newsletter - Celebrating National Philanthropy Day on Wednesday, November 15th. AFP INLAND EMPIRE NEWSLETTER November 2023   Celebrating National Philanthropy Day - Wednesday, November 15th In

11/12/2023

La Pointe Wealth Advisors would like to express our deepest gratitude to all the brave men and women who have served and are currently serving in our armed forces. Thank you to all who sacrifice for our freedoms.
God Bless America

10/26/2023

Happy belated birthday to our sweet Alondra! We hope it was a great one!

Photos from La Pointe Wealth Advisors's post 10/09/2023

Today's the Day, Swing for S.A.F.E. La Pointe Wealth Advisors are a proud supporter of all they do!

Photos from La Pointe Wealth Advisors's post 08/22/2023

Celebrating our one and only Karen La Pointe! Wishing you the best birthday!

Photos from La Pointe Wealth Advisors's post 08/19/2023

It was a beautiful and successful day supporting the Oak Grove Center golf tournament. It is our privilege to serve!

07/12/2023

Happy Birthday to our Dearest Reem. Cheers to another year of making unforgettable memories! We Love you!

07/04/2023

Happy 4th of July from all of us at La Pointe Wealth Advisors!

06/20/2023

Celebrating another year with our sweet Brittany! Happy Anniversary!

Photos from La Pointe Wealth Advisors's post 06/08/2023

Wishing the most amazing birthday to our one and only Bryce!

05/26/2023

Happy Birthday to our sweet intern Sarah!

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Another beautiful song from our barbershop quartet!
Barbershop quartet
Barbershop Quartet
Who We Are

Address


28544 Old Town Front Street
Temecula, CA
92590

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 3:30pm

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