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Who We Are


We are a group of entrepreneurial-minded individuals that came together after working for the big Wall Street firms. We wanted our actions to be client-driven not company-driven. With over 50 years of experience in the financial industry, we realize things have gotten overly complicated and it's even harder to stay informed as a client. We want to change that. We believe it is very important to simplify the process for our clients as well as to help them get better organized when it comes to their financial matters. We started WealthPoint Investment Management because we were willing to be different. We want a firm that is known for it's transparency, communication and client service. That is WealthPoint.