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Are your investments on the right course?

At Fourth Point Wealth, we believe in more than just managing your investments; we believe in managing your confidence in them. With years of industry insight, we've crafted a unique approach to wealth management that starts with understanding and ends with empowerment.


Let us guide you towards financial freedom through knowledge and strategy.

Get in touch.
About Us

Your trusted partners for a lifetime of wealth.

Our mission is simple: to make you confident about your investments by ensuring you understand them fully. We’re not just advisors; we’re your financial coaches, committed to guiding you towards achieving financial freedom.

Reach out today.

Unravel investment complexities with our clear, goal-driven approach.

Learn and grow with our comprehensive investment coaching.

Build your financial future on a foundation of accountability and profound clarity.

Join our empowered community of confident, successful investors.

Are we a good fit for your needs?

our process

Start a lifetime of coaching, guidance, and trust.

  • Fit meeting

    • You get to meet the team.
    • Introduction to our philosophy, process and fee structure.
    • We get to meet you, learn about our goals and find out if we are the right fit.

  • Organize & Analyze

    • First, we look deeper at where you are now.
    • We gather your data for your Asset Map and Portfolio MRI.
    • Meet to review our analysis, set goals and formalize your plan.

  • Launch the Plan

    • We finalize your goals and discuss execution steps.
    • Establish your accounts and Fourth Point Wealth Hub Access.
    • Start a lifetime of coaching, guidance and trust. 
Let's get started.

Transparency, Understanding, Empowerment.

why we stand out

At Fourth Point Wealth, these are not just words; they are the pillars of our practice. We saw a gap in traditional financial advising — a lack of genuine understanding and alignment between investor goals and their investment strategies. Our founder, drawing from extensive industry experience, has pioneered a process that demystifies financial strategies and aligns them with your personal financial goals.

preparing for tomorrow - today

"A team is not a group of people that work together. A team is a group of people that trust each other."

- Simon Sinek

News & Updates

Financial Spring Cleaning: 7 Smart Ways to Refresh Your Finances This Season

Financial Spring Cleaning: 7 Smart Ways to Refresh Your Finances This Season

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New IRS RMD Clarifications: What You Need to Know for 2025

New IRS RMD Clarifications: What You Need to Know for 2025

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The Power of Budgeting – Your First Step to Financial Freedom

The Power of Budgeting – Your First Step to Financial Freedom

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Repeal of the Windfall Elimination Provision (WEP)

Repeal of the Windfall Elimination Provision (WEP)

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The $2 Trillion Economic Stimulus Bill Has Passed: Here's an Overview

The $2 Trillion Economic Stimulus Bill Has Passed: Here's an Overview

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The Economic Impact of Pandemics

The Economic Impact of Pandemics

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Staying the Course – Coronavirus and Stock Market Volatility

Staying the Course – Coronavirus and Stock Market Volatility

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