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Are your investments on course?

Build a Plan | Invest Smarter | Engage & Grow Your Wealth

Get My Assessment

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 can be financially free.


1. Is it a Fit?

A Fit Meeting gives you a chance to get to know us, our Philosophy, Process & People.  It also gives us a chance to know you, your questions, goals and how we can help guide you to your financial dream.

2. Organize & Analyze

If it's a fit, it's time to look under the hood.  We'll dive into where you are now with our Asset Map and pinpoint areas to improve with our Portfolio MRI.  These are designed to give you a true understanding of your wealth and our starting line.  We believe that knowing where you are now helps you understand the process ahead and can help get you to your goals faster.

3. Strategy Implementation & Lifetime Coaching

Now it's time to implement any changes, lay out your personal process ahead and focus on coaching and teaching you along the way.  The greatest value we can provide is to walk side-by-side with you.  Coaching helps eliminate confusion and arms you with the ability to stay focused on your course and build confidence in your investments.

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.