Point Wealth Management

At Point Wealth, we understand that achieving financial independence is a top priority for many individuals. With over 15 years of experience, our team of qualified financial advisors is committed to providing unbiased financial guidance to help our clients achieve their retirement goals.

As a locally recognized retirement professional, our founder, Jeremy Reif, has been working in the investment advisory business since 2005. His commitment to maintaining the highest standards of integrity and professionalism has earned Point Wealth a reputation for excellence in the financial industry.

What Sets Us Apart

At Point Wealth, we believe that the key to success is honesty. We take the time to listen to our clients' aspirations and goals, and work closely with them to develop customized financial plans that cater to their unique needs and circumstances.

Our financial planning process is designed to uncover your goals, analyze your financials, and help you pursue your ideal retirement. We take a holistic approach to financial planning, considering factors such as distribution, tax, estate, and charitable planning to ensure that your financial plan is comprehensive and effective.

Our Services

At Point Wealth, we offer a range of financial services designed to help you achieve your financial goals. Our services include:

• Portfolio/Money Management: Our Asset Management program is specifically designed to help minimize exposure to risk and maximize return.
• Financial Planning: Our job is to uncover your goals, analyze your financials, and help you pursue your ideal retirement.
• IRA/401(K) Rollover: We'll delve into the pros and cons of leaving your retirement investments where they are versus moving it, and what the best decision could be for your individual situation.
• Retirement Consulting: We help pre-retirees and retirees construct a plan that helps make sure you and your family won't outlive your retirement income.
• Social Security Maximization: Our team will help you calculate potential taxes, the cost of waiting, and actual benefits.

Our Mission

At Point Wealth, our mission is to help our clients achieve financial independence and peace of mind. We believe that achieving financial freedom requires a personalized approach to financial planning, and we are committed to providing our clients with the guidance and expertise they need to achieve their financial goals.

Get in Touch

If you're ready to take control of your financial future, we invite you to schedule a consultation with one of our experienced financial advisors. At Point Wealth, we're dedicated to helping you achieve your financial independence and live the life you deserve.