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First Point Investment Sevices

Wealth Management

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Meet Our Team

As you accumulate wealth, you are often faced with a unique set of challenges and opportunities. You may be considering questions such as:

  • Would developing a financial plan be beneficial to me?
  • Is my current financial plan generating the best after-tax return possible?
  • What investment strategies are best for me as I continue to build wealth?
  • Is my current financial plan meeting my goals and objectives?
  • Are my investments balanced properly for my risk tolerance?
  • How do I convert my retirement savings into a paycheck?
  • What is my “retirement number?”
  • How do I effectively transfer wealth to my loved ones?

We have extensive experience in assisting clients with similar needs as they pursue their financial goals. We know the importance of fully understanding your current situation and objectives so we can best support your continued success. We can help you anticipate potential challenges and effectively prepare for future opportunities.

Services:

Why choose First Point Wealth Management?

  • Experienced investment portfolio advice from a CERTIFIED FINANCIAL PLANNER™
  • Sound strategies to work toward building and preserving wealth
  • Specialization in retirement income planning and distribution strategies
  • Customized, goal-driven recommendations
  • Simplification of your financial life
  • Transparency
  • Responsive, local service

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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

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: 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, SC, SD, TX, 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:

Not Insured by FDIC or Any Other Government Agency Not First National Bank Guaranteed
Not First National Bank Deposits or Obligations May Lose Value
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