Broker Check

Wealth Services

"An investment in knowledge pays the best interest." 

- Benjamin Franklin

Financial literacy is essential to building the knowledge you need to invest with confidence.

We seek investment products that align with your goals, risk tolerance, and that are compatible with your retirement timetable. As market conditions shift – like the return of inflation – we will revisit your portfolio and contact you to suggest adjustments that could help you thrive in this new financial environment.

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 helps 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.

At Point 32 Investment Partners, we will never dictate how to invest your money. Together, we will identify your goals, values, challenges, risk tolerance, and any special concerns you may have. We take a holistic approach to wealth management that considers the possibilities available today and anticipates the tradeoffs needed to achieve various outcomes down the road.

Financial Planning
Retirement Income Planning
Investment Management

Wealth Transfer Strategies
College Savings Plans
Charitable Giving
Estate Planning

Disability Income Insurance
Life Insurance
Long-Term-Care Insurance