How We Work

At WealthPoint Investment Management, we tailor our strategies to fulfill the needs of each client. Through a holistic approach that addresses a client’s entire financial picture, our goal is to educate clients on their opportunities, explain the reasoning behind our recommendations, and empower them to make informed financial decisions. By helping clients understand where they are today and what steps to take in pursuit of their goals, we believe they can feel more confident in their future. With the support of broker-dealer LPL Financial, we have access to a wide range of resources, tools, and research to provide clients with the latest market updates and investment opportunities.

We understand the complexities of the financial services industry. Many people don’t have the time or confidence to manage their assets or develop strategies for their financial needs, such as retirement or estate planning. We seek to address this by explaining confusing concepts and helping clients better understand the investment opportunities available. And as their needs or situations change, we’re here to help make adjustments to their strategies or assist them with their decision-making. Passionate about serving as a firm that clients can trust, we strive to build long-term relationships with clients and provide answers to financial questions or concerns they may have.