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.