Our mission is to change the lives of clients and their families by transforming their investor experience.
Chris Janeway founded Fourth Point Wealth after 10 years with a larger firm because he felt there was simply a better way to deliver value to clients.
"We shouldn’t have to choose between the convenience and speed of a technology platform OR a trusted advisor relationship." Chris Janeway - President
Fourth Point Wealth developed a process that utilizes the best of today’s tools to deliver a heightened client experience and deeper, trusted relationship.
Are you looking for something different in a wealth advisor?
Fourth Point Wealth works with professionals and retirees with big goals — financial independence and a work-optional lifestyle — to help make them a reality.
But you’re not just in it for you. You’re looking to build a legacy, or plan for an education, or maybe even make the world just a little bit better.
Fourth Point Wealth utilizes a system of financial planning and goal setting we call the Anchor FORMula. Somewhere at the intersection of things we can control and things that matter to you is the sweet spot of where we work.