Point Wealth Management

Mar 2025

I never realized how much I needed a money manager until I went to a money manager.
I'm not exactly sure how to write a financial planner review, but I'll give it a shot.

The experience I had with Robert Kilroy and Cortney Fortunato was extremely professional, well prepared and very insightful. I believe it was the most comfortable conversations I've had about money in my entire life with anyone. With my information in their hands, they laid out a very comprehensive and focused direction of my financial future. Some things I have thought of on my own and wanted to hear and others were ideas I've never heard before but we're extremely appropriate for my situation...read full review