Risk Management That Goes Beyond Just Words

An action-based approach to protecting wealth

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.

We combine an active risk management process with robust cash flow and financial planning delivered to you, so you don’t have to worry.

Find out how to build a solid financial plan to lower your risk without limiting the market’s upside.

Your Financial Harbor

See all your accounts in one app. 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