Matt Zeigler and Ben Tuscai of Sunpoint Investments take a different approach to wealth management. Instead of just managing money, they combine deep financial planning with investment consulting to build real relationships and help clients make smarter decisions.

Their paths into the industry were unique—Matt was a music major, and Ben worked for the Phillies before spending eight years at Vanguard. That experience helps them think more broadly about client needs. At Sunpoint, they helped redesign the firm’s service model to go beyond portfolios and address the full picture of a client’s life.

They work with everyone from young professionals to billion-dollar families, applying the same core principles: track cash flow, build strong balance sheets, plan for life events, and manage risk. For ultra-wealthy families, they focus on education—teaching kids as early as sixth grade to understand money and avoid entitlement.

They call it “garden glove service”—hands-on, practical, and focused on building something meaningful. They also emphasize five types of capital: financial, human, intellectual, social, and wisdom.

Their planning helps clients avoid tax mistakes, close insurance gaps, and navigate big life transitions. As Matt says, they often just “stand between clients and stupid.”

You can follow Ben on LinkedIn or The Advisor Dads YouTube channel, and Matt on Linkedin and Twitter @cultishcreative.

Music in this episode was obtained from Bensound.