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The First Point Difference

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!

Team Approach to Success. With CERTIFIED FINANCIAL PLANNER™ certificants, a Chartered Financial Analyst (CFA) charter holder, Wealth Management Advisors and Operation Specialists, you will receive the best of personal service and access to experienced, financial experts. No matter how unique or complex, the First Point team has the expertise to address your financial goals.

Focus on Best After-Tax Returns. There is nothing cookie-cutter about our investment approach. Each client’s needs are unique, and we tailor a plan to conserve and compound your wealth. We are strategic in helping you build a portfolio based on your goals and risk tolerance. We are diligent in looking out for your best interest which means making strategy recommendations that can reduce fees, taxes and maximize returns. Our financial experts will listen to you and develop a road map to achieve your goals.

Customized Wealth Management Services at Every Point. First Point has taken comprehensive services to a new level. We offer the full continuum of financial services. From basic financial planning and investing to complete money management and retirement planning, you can be confident First Point has every financial aspect of your life covered for you and your loved ones. First Point is Wealth Management truly customized for you.

Local Relationship Manager. Every financial decision is personal, and it is critical that you have a trusted financial partner with your best interests in mind. Through First Point, you benefit from having a fiduciary to assure complete financial peace of mind. Your local Wealth Management Advisor will serve as a Relationship Manager for all your financial needs while backed by a team of financial experts.

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