Business Details
25 Years
experience
Your Trusted Partner for Fee-Based Financial Planning
Pointer Creek Wealth Management is an independent Certified Financial Planner (CFP) practice dedicated to providing fiduciary financial planning and wealth management services. Founded on the principle of placing client interests first, we specialize in fee-based financial planning, fiduciary wealth management, and trust and estate planning for high-net-worth individuals and businesses. Our team of experienced professionals adheres to rigorous ethical standards, offering personalized solutions tailored to each client's unique financial goals. We maintain a small, specialized firm structure to ensure personalized service and avoid conflicts of interest inherent in larger institutions. Our investment approach is grounded in academic research rather than market speculation, and we actively question conventional Wall Street practices to deliver transparent, evidence-based strategies.As a CFP-only practice, we eliminate non-fiduciary advisory roles to maintain clarity in our client relationships. Our commitment to transparency extends to our willingness to invest alongside our clients, ensuring our recommendations align with their best interests. We operate without proprietary products or sales quotas, focusing solely on creating customized financial solutions. Our expertise spans premarital planning, college planning, tax strategies, business succession planning, and comprehensive estate planning. We maintain affiliations with Cambridge Investment Research while preserving our independent operational philosophy.
Services
Fee-Based Financial Planning
Fiduciary Wealth Management
Trust & Estate Planning
Retirement Income Planning
Business Succession Planning
Tax Planning
Corporate Retirement Plans
Employee Benefit Programs
Details
- Year established: 2001
Highlights and features
- We operate as a CFP-only practice with strict fiduciary obligations.
- Our team invests in the same strategies we recommend to clients.
- We maintain no proprietary products or sales quotas.
- Our investment approach is grounded in academic research, not speculation.
- We provide personalized financial solutions without institutional conflicts of interest.
Associations and certifications
- CFP
- FINRA
- SIPC
Services
Fee-Based Financial Planning
Our fee-based financial planning service creates customized strategies for high-net-worth clients. We develop comprehensive plans addressing wealth preservation, tax optimization, and long-term financial goals through transparent, research-driven methodologies. Our CFP professionals analyze individual circumstances to deliver actionable recommendations without conflicts of interest.
Fiduciary Wealth Management
Fiduciary wealth management services focus on discretionary portfolio management for individuals and businesses. We implement diversified investment strategies using ETFs, mutual funds, and private placements while maintaining strict adherence to client-specific risk parameters and financial objectives. Our approach emphasizes cost efficiency and academic research validation.
Trust & Estate Planning
Comprehensive trust and estate planning solutions protect client legacies through customized legal frameworks. Our services coordinate with legal professionals to create wills, trusts, and power of attorney documents that ensure asset distribution aligns with client intentions while minimizing probate complications and tax liabilities.
Business Succession Planning
Business succession planning develops structured transition strategies for company owners. We create frameworks for ownership transfers, executive benefit programs, and employee stock ownership plans that maintain business continuity while addressing tax implications and stakeholder interests.
Retirement Income Planning
Retirement income planning designs sustainable withdrawal strategies for high-net-worth individuals. Our approach integrates tax considerations, market risk assessments, and longevity projections to create reliable income streams that maintain clients' standard of living throughout retirement.
People
Bryan Renner
CFP
Certified Financial Planner with expertise in fiduciary wealth management and estate planning. Focuses on creating research-driven financial strategies while maintaining strict ethical standards and client-first principles.
Lexi Tancabel
Director Of Operations
Manages operational efficiency while ensuring compliance with regulatory requirements. Coordinates team resources to maintain personalized service delivery across all client financial planning initiatives.
Alison Renner
Client Services
Coordinates client communications and financial planning implementation. Focuses on maintaining personalized relationships while ensuring accurate execution of wealth management strategies and estate planning documents.
Questions
Are you a fiduciary financial advisor?
Yes, we operate as strict fiduciaries with CFP certification, legally obligated to prioritize client interests in all financial recommendations.
What investment strategies do you use?
Our strategies combine academic research with practical implementation, using diversified portfolios of ETFs, mutual funds, and private placements tailored to individual risk profiles.
How do you differ from traditional brokerages?
We avoid proprietary products and sales quotas, maintain no conflicts of interest, and invest alongside our clients using the same strategies we recommend.
Do you work with businesses as well as individuals?
Yes, we provide corporate retirement plans, business succession strategies, and employee benefit program design for organizations alongside our individual wealth management services.
How are your fees structured?
We use transparent fee-based pricing with no hidden charges, focusing on long-term financial planning rather than transactional commissions or product sales incentives.
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