Justin Patellaro, CFA, CPA, CFP - Wealth Advisor

11/27/2025

🍁 This Thanksgiving, We’re Grateful for You

As we gather with loved ones, it’s also a great moment to reflect on the goals that matter most, family, security, and a financially confident future.

Thank you for trusting us to guide you through every season of life.
Your goals are our purpose.

Wishing you a warm, happy, and restful Thanksgiving! 🦃✨

— Justin Patellaro, CPA, CFP®, CFA

All securities through Money Concepts Capital Corp. Member FINRA/SIPC. Northpoint is an independent firm not affiliated with Money Concepts Capital Corp.

10/31/2025

🎃 Don’t get tricked by taxes this Halloween!
Grab your financial treats with a complimentary Halloween Wealth Review.
👻 Smart moves now mean sweeter results in 2025! 🍭

Schedule your complimentary consultation with
Justin Patellaro, CFA, CPA, CFP®
📞 (925) 315-5563

All securities through Money Concepts Capital Corp., Member FINRA/SIPC.
NorthPoint Wealth is an independent firm not affiliated with Money Concepts Capital Corp.

10/15/2025

As the year comes to a close, take a moment to check your 401(k), IRA, or SEP contributions.
Adding a little more before year-end can help reduce your taxable income and keep your retirement goals on track.

⚠️All securities through Money Concepts Capital Corp. Member FINRA/SIPC. Northpoint is an independent firm not affiliated with Money Concepts Capital Corp.

10/11/2025

💰 Don’t Wait Until April – Cut Your 2025 Tax Bill Now!

➡️Most people wait until tax season, when it’s too late. Get ahead now: max out deductions, use new tax credits, and protect more of your income. Book your complimentary tax checkup today and see how much you could save.

⚠️All securities through Money Concepts Capital Corp. Member FINRA/SIPC. Northpoint is an independent firm not affiliated with Money Concepts Capital Corp.

We offer tax preparation, accounting, business consulting, and financial planning for individuals, families, and businesses.

10/06/2025

A Roth conversion can be one of several tools in retirement planning. Understanding how and when it applies can help you make informed decisions.

⚠️Securities and investment advisory services offered through Money Concepts Capital Corp., Member FINRA/SIPC. North Point Wealth is an independent firm not affiliated with Money Concepts Capital Corp.

09/04/2025

💡⏳ Don’t wait until the last minute — ✅ smart tax planning today can mean 💵 bigger savings tomorrow!

📞 Contact me at (925) 315-5563 to schedule your consultation.

🔹 Securities offered through Money Concepts Capital Corp. Member FINRA/SIPC. Advisory services offered through Money Concepts Advisory Services. NorthPoint is an independent firm not affiliated with Money Concepts Capital Corp.

08/29/2025

Labor Day is a time to celebrate hard work and dedication. Just like in life, smart financial planning can help create confidence and peace of mind for the future.

Wishing you a safe and restful holiday weekend!

Securities offered through Money Concepts Capital Corp. Member FINRA/SIPC. Advisory services offered through Money Concepts Advisory Service. NorthPoint Tax, Wealth & Business Advisory, LLP and Money Concepts are not affiliated.

08/27/2025

Happy National Dog Day! 🐾🐶
Dogs remind us of loyalty and consistency, two qualities every financial plan should have. A smart strategy protects you today and stays by your side for years to come. 💼✨

08/25/2025

👉 If you’d like to explore your own financial goals, send me a message or click “Contact.” I’d be glad to help.



Securities offered through Money Concepts Capital Corp. Member FINRA/SIPC. Advisory services offered through Money Concepts Advisory Services, a Registered Investment Adviser. NorthPoint Wealth is not affiliated with Money Concepts Capital Corp.

08/20/2025

I’m Justin Patellaro, and I’m excited to share this space with you. Here, I’ll be posting practical ideas and simple tips on taxes, retirement, and investing, so you can feel more confident about your money decisions.

My goal is to make financial topics easy to understand and useful in your everyday life. Whether you’re a professional, business owner, or just someone looking for smart ways to plan ahead, you’ll find helpful content here.

Thanks for stopping by. I look forward to connecting with you!

—Justin

📌 Securities and advisory services available through Money Concepts. Member FINRA/SIPC.