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?

I'd like a personal CFO.

I need business financial advising.

I'm looking for a SmartVestor.

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.