Our Approach

Customized Approach: Every individual and financial plan is different. Our team provides a customized approach focused on personal relationships and understanding your needs, ambitions, risk tolerance, and goals for income, liquidity, and return.

Exclusive Service: First Point Wealth Management is designed for clients with investable assets greater than $250,000, allowing us to provide a high level of attention and service.

Retirement Income Planning Professionals: Our team provides personalized solutions based on careful analysis and planning from a CERTIFIED FINANCIAL PLANNER ® professional.

Meet Our Team

Benefits of Working with Us

Experienced investment portfolio advice

Strategies for building and preserving wealth

Simplification of your financial life

Recommendations based on your goals

Retirement income distribution advice

Confidence and financial empowerment

Institution Plain English Disclosure | LPL Financial
LPL Financial Form CRS

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.

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 states: AL, AZ, CA, CO, CT, DC, FL, GA, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MT, NC, ND, NE, NJ, NM, NV, NY, OH, 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:

Not Insured by FDIC or Any Other Government Agency

Not First National Bank Guaranteed

Not First National Bank Deposits or Obligations

May Lose Value

First Point Wealth Management.

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