Point Wealth Management

At Point Wealth Management, LLC, you can expect to work with financial advisors who are dedicated to seeing you have financial success and peace of mind. As an independent financial planning and investment management firm, the dedicated team of advisors work as advocates to help you achieve your financial goals as they create and implement financial and retirement plans that you can have confidence in.
Jun 19th, 2018

I've worked with both Jere and Jeremy and found them to be caring, knowledgable experts. Since they're independent, they are unbiased and only recommend what is in their clients' best interests. Highly recommended for getting your retirement plan on track so you can focus on other things.
Mar 17th, 2017

Jeremy is an outstanding member of the community because of his expertise and his commitment to those in the community. He strives to simplify the complex issues of retirement and has gone beyond the call of duty to develop and write an educational white paper on the benefits of a large local employer. He not only did this to gain business, but to educate those that have the benefits and how to take advantage of them. As a spouse of someone that works for that employer, it means the world to me because it will allow me and my wife to learn and capitalize on her benefits and protect ourselves against losses. That knowledge will make my future retirement more enjoyable and it will allow me to better plan for that time in our lives
Jan 26th, 2017

Jeremy is a nice guy, but we paid him a lot of money over 15 months to sustain substantial losses that would not have been incurred if we had never hired him as our financial advisor. The losses also did not reflect the overall performance of the market. Honestly, I was gravely disappointed to see the lack of apparent thought that went into the management of our investments. I have since moved on, sold every single poorly performing and poorly rated investment. I am sure I will do better in the long run. Do yourself a favor, read some books (Investing for Dummies), do some reading, listen to some podcasts and take ownership of your future. Most concerning was the lack of apparent concern and desire to turn things around when this situation was addressed.
Sep 26th, 2023

Jeremy & I have known each other for the past three years. We were co-leaders in a local organization for one year. He was always a strong partner in this professional setting. I am certain that his personal attributes (trust-worthy, hard-working, honest) are obvious in every interaction with customerrs at POINT WEALTH! Jeremy explains things in a way that make sense, even when it is a topic I am not familiar with. He is someone who helps others feel comfortable to be around him. I am proud to recommend Jeremy as a highly professional financial planner at POINT WEALTH!
Jan 10th, 2017