Empowerment Through Knowledge-Based Investment

Professional Financial Analysis & Guidance

Using Fintech + Experience to Help You Achieve Your Long-Term Goals

Charting Your Course

We help you better prepare, plan, and navigate a tough market through unbiased, analytical approaches. From college to retirement – we’re there with you every step of the way.

Better position yourself for financial success by combining second-to-none digital wealth management tools and extensive professional experience. We utilize Hidden Levers to stress test our portfolios and actively mitigate risk.

Your Financial Harbor

Eliminate the fuss of having 10 accounts for your finances. Long Point Wealth Management provides each client their own Personal Financial Management website making it easy to manage both your wealth and your well-being.

Stay Organized & On Track

From your investments, insurance policies, credit cards, and important documents to the budgets you have in place and financial goals, we keep it all here for easy access.

Monitor Your Investments

Stop searching through a pile of statements. Get an up-to-date progress report on all of your accounts, at a glance. Balances recalculate automatically throughout the day, so you’re always looking at the latest.

Access Anytime, Anywhere

Open your personal dashboard with easy access from your phone, tablet, or computer.

Get started today with your Personal Financial Portal .