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We help you get your investments back on course.

Fourth Point Wealth works with families and employers to eliminate confusion in their investments and build a plan to regain confidence and properly grow their wealth.


SCHEDULE A FIT MEETING

Most people lack total confidence in their investment process and don't truly understand the philosophy they use.  Fourth Point Wealth developed a process to help you align your investments with your goals and understand how they work so you feel confident and be financially free.

Experience Matters


When you need a financial advisor with the technology to move at the speed of today, but is dedicated to timeless exceptional customer service, you need Fourth Point Wealth.

Fourth Point Wealth is different. Committed to client education and lifetime financial fitness. We are your trusted advisor.


Check the background of this firm/advisor on FINRA’s BrokerCheck.