VergePointe Capital

VergePointe Capital is a privately held company based in Lake Oswego, Oregon. The firm employs 13 people and generates over $10,000 in annual revenue. VergePointe Capital specializes in providing comprehensive wealth management, business, and tax advice to successful entrepreneurs, wealthy families, and high-net-worth individuals. Their services encompass three primary areas: Family Office, Private Equity, and Real Estate. Within Family Office, they offer customized wealth management strategies. Their Private Equity division focuses on investments in established companies through buyouts, recapitalizations, and growth equity transactions. Additionally, VergePointe invests in land development and residential building projects in the Portland Metro area. Driven by a philosophy of practical expertise, VergePointe's advisors bring firsthand experience as investors in businesses and real estate. Their team leverages professional certifications and practical knowledge to guide clients toward achieving their financial goals. VergePointe Capital can be reached through their website at vergepointe.com.