You’re at a Point Where You Need Help Seeing the Big Picture
We believe in a financial planning process that is driven by your goals. Together, we create a holistic plan to help you get to a place where you feel financially secure.
Taking the time to understand what is most important to you is the most important thing we do. Then we can help you get to a point of clarity and confidence about your financial future.
We're a fiduciary first, which means we're always clear, upfront, and make decisions based solely on your needs. We make a point of taking the time to learn about you and then walking you through the process.
We’ll ask lots of questions and walk you through the process to help create a comprehensive plan.
From retirement to death or divorce of a spouse, we give you complete support so you feel in control.
Whenever you need us, we’re just a phone call away to give updates and answer your questions.
We’ll help put all the pieces together to create a comprehensive plan driven by your goals.
Kevin has over 20 years of experience navigating clients through all types of markets and unique circumstances, and he believes everyone should have an integrated approach to building a financial plan. After spending years working for large Wall Street firms, Kevin went independent and started WealthPoint so he can help clients implement comprehensive strategies to build and preserve their wealth.