Our Mission How We Work We focus on wealth creation and protection, retirement income planning, and legacy planning. As an independently managed wealth management firm, Point Wealth Advisors is committed to the fiduciary standard. This standard requires that we always hold your best interest ahead of everything else. We are a planning-based wealth management practice. Our family provides direction based exclusively on your current situation, future need, family dynamics, business dynamics, and feelings. One of our primary goals is to develop a long-term, trusting relationship with you. Our Process We create strategies that are tailored to your needs and goals. Learn more Our Team Years of experience have prepared us to guide you through your life transitions. Learn more Have a Question? Name Email Address Phone Question Thank you! Oops!