Garden-Glove Service for Family Offices with Jack Dwyer | Financial Planner Search

<p>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.</p><p>Jack came to this as an Army engineer who commanded a bridge company in Iraq. <br /><br />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.<br /></p><p>Takeaways</p><ul><li>Garden-glove service: digging in beside families instead of waiting on them</li><li>Pass personal values with account values</li><li>Next-gen education as early as sixth grade</li><li>A family playbook so you can adjust when life happens</li><li>Even people who “could do it themselves” still hire a coach<br /></li></ul><p>Chapters</p><ul><li>00:00 From Army engineer to family-office advisor</li><li>03:03 Why they built Sunpointe for transparency</li><li>07:17 Family offices, entrepreneurs, and the CFA who hired them</li><li>10:18 Preparing kids and grandkids for wealth</li><li>15:27 Family playbooks when the plan meets real life</li><li>21:29 Garden-glove service, not white glove</li><li>22:29 Building out family governance, education, and giving</li><li>26:52 How working together actually looks</li><li>30:18 Where to start a conversation<br /></li></ul><p>You can find them at: <a rel="noopener noreferrer nofollow" href="https://sunpointeinvestments.com" target="_blank"><b>https://sunpointeinvestments.com</b></a><br /></p><p>If you are a financial advisor looking to grow your business you can find out more about Wilnau Design at <a rel="noopener noreferrer nofollow" href="https://www.wilnaudesign.com/" target="_blank"><b>https://www.wilnaudesign.com/</b></a><br /></p><p>#financialplanning #finance #financialplannersearch #familyoffice #nextgenwealth</p>