Helping You Chart Your Course
Through the calm seas or choppy waters, we are here to help guide you through your financial journey.
At Point 32 Investment Partners, We know that clients want more than an advisor who just manages their investments; they want someone who can they can trust with the various financial components of their lives through each major event and change. This is why, as a fiduciary, we drive from our own life experiences to form authentic relationships with our clients and always uphold their best interests.
Acting as a fiduciary carries a greater level of responsibility than the typical broker/client relationship, so whether you are a young accumulator (age 18-40), an experienced accumulator (age 40-55), a pre-retiree (age 55-65), or a retiree (age 65+), we are here to put a plan in place that is custom to the stage of life you are currently in.
We work with individuals and businesses to help guide them through their financial journey. After working together for decades, our wealth management team has become a family, and the long-lasting relationships we build with clients are an extension of that family. This is why we take a holistic approach when meeting with our clients: we dedicate the time needed to listen to their goals and provide education on their options.
Being an independent firm, we are not limited to any proprietary products, which allows us to recommend only the products and services that address your specific needs and choose investments solely on the merits of their characteristics and in support of your financial goals.
The Point 32 Financial Planning Roadmap is designed to help clients easily answer the following questions:
One-size-fits-all is a concept that just doesn't work with asset management. When customizing portfolios, we look at:
As your financial planner, we will work closely with your attorney to develop an estate plan that includes all the components that fit your needs, including:
At Point 32 Investment Partners, we want you to feel confident about not only where you are right now financially, but where you are headed. This is why we offer complimentary assessments to help reduce financial stress, increase confidence and start building a future you can be excited about. It's never too late to get started.
FIll out the form below or give us a call about setting up a complimentary, no-obligation 15-minute consultation.