Helping You Chart Your Financial Course
Your wealth is a pathway to financial stability for yourself, your family, and those who financially depend on you. Taking the steps necessary to enhance and protect it can help ensure that your financial goals and life remain on track. Beyond building and enjoying your wealth, we will work with you to create a solid strategy for preserving it across generations.
Aligning your investment objectives with your moral “compass.”
At Point 32 Investment Partners, we provide our clients with cutting-edge technology that allows them to have 24/7 access to their own personalized financial roadmap. Whether your goal is planning for retirement, saving for college, optimizing your Social Security and tax strategies, or all of the above, your access to RightCapital can help you pursue it and see your progress along the way!
The 32 point compass contains 8 principal points adding the intercardinal directions that further define your path. As your financial advisor, we take the steps necessary to help build and protect our clients' wealth by guiding them in the right direction while adhering to our 8-point pledge.
We offer several ways for you to invest in sustainable products and solutions. We work to protect the world we love while expressing your values through investments that align with your moral compass.
Point 32 Investment Partners was founded with the purpose of helping people live a comfortable life, enjoy family, and do what they love. It is an ambition we take to heart as we serve our neighbors in the Hamptons. Honesty, integrity, trust, and understanding are the pillars of our foundation.