Building Your Financial Future

Posted on Thursday, May 22, 2025 in Wealth Management

At First Point Wealth Management, we help you manage and preserve your personal wealth.

Wealth Management

First Point Wealth Management, located at First National Bank, offers in-depth wealth planning and investment services to help clients build and preserve their financial legacy. Their team includes certified financial planners and investment advisors who provide individualized guidance based on each client’s life stage, goals, and risk tolerance. Services include comprehensive financial planning, portfolio management, retirement strategies, and estate services. First Point Wealth Management emphasizes a client-first philosophy, focusing on transparency, and long-term planning. By integrating modern investment tools with personalized advice, they aim to empower clients to make informed decisions and navigate life’s financial milestones with confidence.

First Point Wealth Management provides a seamless and comprehensive suite of financial services that prioritize personal attention, professional guidance, and long-term success. Whether clients are managing daily finances, planning for retirement, or establishing a legacy for future generations, we offer the expertise and dedication needed to navigate every financial milestone with confidence. By combining deep industry knowledge with a client-focused approach, First Point Wealth Management will guide you in building and preserving wealth for individuals, families, and businesses alike.

Let’s Talk About Your Financial Future

Ready to explore how our wealth management services can work for you? Schedule a confidential appointment with one of our advisors today. Call 515-715-1942 to book an appointment.

Your Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.

Institution Plain English Disclosure | LPL Financial

LPL Financial Form CRS

First Point Wealth Management is not a registered broker/dealer and is not affiliated with LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following state: AL, AZ, CA, CO, CT, DC, FL, GA, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. First National Bank and First Point Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using First Point Wealth Management, and may also be employees of First National Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, First National Bank or First Point Wealth Management. Securities and insurance offered through LPL or its affiliates are:

LPL