Inflection Wealth Management

Dec 2024

My relationship with Inflection Wealth Management originated by meeting Noel Soderblom through some chamber of commerce events. Over time, I grew to respect their approach...one that required them to fully understand your approach, knowledge, and investing objectives. It took months (due to me) to get things started, but it was very apparent they are interested in long term relationships. Noel coordinated the completion of a living trust, and I will be transferring various self-administered investment accounts to them. The time spent creating the trust gave me the insight and trust required to consolidate things with them. I look forward to working with Noel and...read full review

Jul 2024

Our advisor, Patrick, is very professional and helpful. Him and his team walked us through setting up a will and trust for our family and we’re very knowledgeable about the process. Would definitely recommend to friends and family.