Dana Reyes, CFP®
Northpoint Wealth
Patient capital, lifelong plans. Independent, fiduciary wealth management for families building across generations. Investing involves risk.
Advisory services
Retirement Roadmap
A clear, tax-aware path to the retirement you have in mind — income, sequencing, and peace of mind.
Estate & Legacy
Wills, trusts, and beneficiary strategy so your wealth passes the way you intend, across generations.
Portfolio Management
Diversified, low-cost portfolios rebalanced with discipline — built around your horizon, not headlines.
Tax-Efficient Investing
Asset location, harvesting, and Roth strategy to keep more of what your portfolio earns.
Ways to work together
A clear, fixed scope for each engagement — no surprises, no hidden fees.
Financial Plan
A one-time, comprehensive plan: retirement projection, tax review, and a clear action list. Yours to keep.
Wealth Management
Ongoing fiduciary management: portfolio, rebalancing, tax-loss harvesting, and quarterly reviews. Fee-only, billed quarterly.
Family Office
For complex estates: multi-generational planning, trust coordination, and a dedicated advisor on call. By invitation.
Credentials & fiduciary duty
The practice
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What clients say
Dana built us a retirement plan we actually understand. Ten years on, we sleep well knowing the plan holds in any market.
No jargon, no pressure — just a patient, fiduciary hand on the tiller. The tax-efficient withdrawal plan alone paid for itself.
She helped us structure the estate so the next generation is protected. Discreet, thorough, and genuinely on our side.
A long-horizon partner who actually returns calls. Our portfolio compounds quietly the way it should.
Strategy call
A short, private conversation about where you are and where you want to be. Investing involves risk.
Start your project
Insights & notes
Studio hours
Where to find us
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