WORKING WITH MESA Pointe

STRENGTH IN EXPERIENCE

We understand that you’re deeply involved in your finances but might need that extra layer of guidance to navigate uncharted territories. Our bespoke services are designed to tackle complex financial scenarios and identify opportunities you might not have considered. We blend traditional expertise with contemporary strategies to offer solutions that are as unique as your ambitions.

MEET YOUR TEAM

are you looking for Trusted Advisors with a Modern Edge?

Our mission is simple: to empower our clients to achieve their financial dreams. We believe that everyone deserves the freedom to live life on their own terms, and we are dedicated to providing the tools, strategies, and support necessary to make that a reality. Whether you're planning for a major life event, looking to grow your wealth, or seeking a secure financial future, our team is here to help you every step of the way.

A man in a suit and tie is smiling for the camera.
Robert W. Lehrer

Founder & CEO

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Kathryn Kiser Fielding

Director of Operations

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Nikki Waller

Director of Client Experience

What's in a name

We think of our name, Mesa Pointe, as illustrating the vantage point of having clear visibility of all that’s in front of you – your family, your business, your future and your legacy. It is our intention to help you see what lies ahead, so you can make prudent and rewarding plans.

what it means to work with mesa Pointe

At Mesa Pointe Wealth, we redefine wealth management by focusing on what truly matters: your personal goals and financial well-being. We are dedicated to building a deep, collaborative relationship with you, offering tailored solutions that reflect your aspirations and address your unique challenges. Our commitment is to guide you with expertise and compassion, ensuring that your financial strategy is both effective and meaningful.

+ decades of experience

With over 30 years in wealth management, we leverage our extensive experience to deliver effective, results-driven strategies.

+ genuine connection

We build strong personal relationships through active listening and empathy, ensuring our strategies align with your unique goals.

+ values driven service

Our commitment to servant leadership and integrity ensures that every decision is made with your best interests and long-term success in mind.

Beyond Traditional Wealth Management

Founded in 2022, Mesa Pointe Wealth is an independent wealth advisory firm dedicated to helping successful professionals and their families identify practical solutions to achieve the goals that will define their financial future.

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