Life-Integrated Financial Planning

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Advising. Managing. Protecting.

At Long Point Wealth Management, we understand that your financial situation is unique and has different needs depending on your stage of life. We understand the importance of prioritizing and organizing financials before coming up with a financial plan, so we work to help guide you through these steps.

Our modular financial planning approach enables us to manage assets and other financial planning for you such as college savings, insurance, charitable giving, and more. We advise families through a variety of business transitions and wealth transfer strategies by working with both estate and tax plans, as well as wills.

From planning for education to retirement, we’ll help you along the way.

Education Planning

Charitable Giving

Estate Planning

Retirement Planning

Investment Planning

Insurance Planning

Get started today with your Personal Financial Portal