At WealthPoint, we take a comprehensive, integrated approach. We are a fiduciary first. Always looking at multiple facets so we can render advice across the board. Additionally, we’re clear, upfront, honest, and focused on decisions being made for you. After all, what matters to you is what really matters.
To reach your goals, you need the right guide.
Kevin M. Arquette, CFP®
Wealth Manager, Managing Partner
Kevin has over 20 years of experience advising clients through all types of markets and unique circumstances, and he believes everyone should have a holistic approach to building a financial plan. After spending years working for large Wall Street firms, Kevin recently went independent and started WealthPoint Financial Planning. Kevin takes the time to understand you, looks at multiple facets and renders advice across the board.
Kevin graduated from Michigan State University, where he earned a degree in finance from Eli Broad College of Business. Kevin began his career in the financial services industry in 2000 as an Investment Adviser Representative. Kevin has earned his designation as a CERTIFIED FINANCIAL PLANNER™ and is also a licensed insurance agent. He specializes in working with individuals and families in developing retirement income, managing money in a volatile marketplace, and helping with position their IRA and 401K plans.
We are proud to partner with Commonwealth Financial Network®. For over 40 years, Commonwealth Financial Network has helped independent advisors like us offer superior service to our clients by providing technology, tools, and guidance so we can focus on your financial goals. Visit these links to learn more about our support teams that help us better serve your needs.
This is a turning point in your financial future.
Financial security is getting to the intersection of what really matters and what you can control. Let us help you create a holistic plan that’s built around your goals.