First Point Investment Services

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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:

• Financial Planning
• Investment & Portfolio Management
• Education Accounts
• Retirement Accounts
• Employee Retirement Plans
• Insurance
• Charitable Giving

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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