Reviews for Point Wealth Management

Sep 2023

Jeremy is a nice guy, but we paid him a lot of money over 15 months to sustain substantial losses that would not have been incurred if we had never hired him as our financial advisor. The losses also did not reflect the overall performance of the market. Honestly, I was gravely disappointed to see the lack of apparent thought that went into the management of our investments. I have since moved on, sold every single poorly performing and poorly rated investment. I am sure I will do better in the long run. Do yourself a favor, read some books (Investing for Dummies), do some reading, listen to some podcasts and take ownership of your future.Most concerning was the...read full review

From Point Wealth Management

Taking the complexities out of retirement planning (distribution, tax and estate) and bringing the planning down to a simplistic level that our clients can understand and trust. The goal is to take the burden of making poor financial decisions off of them while putting it on us. Furthermore, our job is to ease our clients into their retirement by laying out a clear concise path to be right on point.

Hours

Monday: 8AM - 5PM
Tuesday: 8AM - 5PM
Wednesday: 8AM - 5PM
Thursday: 8AM - 5PM
Friday: 8AM - 5PM
Saturday: ClosedSunday: Closed

Tips

by appointment only open to all

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Ratings

Google: 4.5/5