A Team Of Experience
At WealthPoint, we hold our advisors to a very high standard. Each advisor is a Certified Financial Planner™ (CFP®), which requires rigorous coursework, years of experience, a comprehensive exam, and ongoing education requirements.
We are here to guide you at each step of your financial journey.
Our Mission
WealthPoint Advisors helps clients achieve a better financial life, both today and in the future. We take the time to get to know each client and their unique financial situations.
This allows us to give thorough, meaningful advice in several areas, including investment management, retirement planning, tax planning, wealth protection, wealth transfer, and education planning.
Clients Come First, Always
Clients are always WealthPoint Advisors' top priority.
We pride ourselves on our fiduciary duty to put clients' interest above all else.
This means first-class client service from an approachable and accessible team, who ensure that each client is comfortable with our recommendations.