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.