A Financial Plan creates peace of mind by helping you identify your own unique financial goals and develop an action plan to get you there.
First Point Wealth Management offers financial planning, investment management and trust services tailored for every situation and every life stage. We invite you to experience the First Point difference!
Life is complex and can change quickly. At First Point, we specialize in helping you prepare for the unexpected and develop financial road maps for reaching your goals.
Our team at First Point Wealth Management can help you begin building financial security for any situation. Whether you are looking for Financial Management and Trust Services or a Certified Financial Planner, First Point Wealth Management is here for you.
Whether you are starting college, getting married, thinking about investing or planning for retirement, you should have the smart financial tools to meet your needs. Consider these questions for whatever your life stage and choose First Point Wealth Management.
"We knew how to save and invest money, but as we headed into retirement, our financial needs changed. It was comforting for us to have someone so knowledgeable to talk with about strategies we were considering."
"We enjoy the convenience of having one point of contact whenever we have questions or needs with our business. The First Point team has also provided us with timely and dependable service."
"First National Bank has been a partner in all of our banking needs and has a long standing tradition that continues with a vision for the future."
"As my financial needs have grown over the years, FNB has always been there for me. First Point Financial Management Services has helped answer all my retirement questions and point me in the right direction."