Stronger Retirement Plans. Less Administrative Burden. More Employee Security.

At Fourth Point Wealth, we specialize in workplace retirement solutions that simplify plan management, reduce costs, and enhance your employees' financial well-being. Our tailored retirement plans are designed to align with your business goals while minimizing administrative complexity. With our guidance, you can confidently navigate the evolving landscape of retirement benefits—ensuring a seamless, cost-effective solution for both your company and your employees.

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CUSTOMIZED RETIREMENT SOLUTIONS

Adaptability to evolving landscapes

boost employee retention

secure a legacy

Strategic solutions for lasting impact.

Elevate your business's retirement planning with our bespoke 403(b) and 401(k) advisory services. Design tailored retirement plans, ensure compliance with evolving regulations, and empower your employees with financial security. Partner with us for real-world guidance in creating robust, future-proof retirement solutions. Welcome to business financial advising, redefined.

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Newport Beach

4590 MacArthur Blvd. Suite 500
Newport Beach, CA 92660

Santa Barbara

1600 State St.

Santa Barbara, CA 93101

Huntington Beach

20422 Beach Blvd. Suite 410

Huntington Beach, CA 92648

Email

info@fourthpointwealth.com

Phone

(949) 662-8090

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Representative is registered with and offers only securities and advisory services through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member FINRA/SIPC. 6187 Carpinteria Ave, Carpinteria, CA. 93013, (800) 874-6910 . Fourth Point Wealth and PlanMember Securities Corporation are independently owned and operated. PlanMember is not responsible or liable for ancillary products or services offered by Fourth Point Wealth or these representatives. Chris Janeway is a Dave Ramsey SmartVestor Pro provider (SVP). Working with an advisor that is part of the Dave Ramsey SmartVestor Pro (SVP) network cannot guarantee investment success or that financial goals will be achieved. There can be no assurance that working with a Dave Ramsey SVP will produce or achieve better results than working with an advisor not affiliated with the SVP program. Advisors that participate in this program pay a fee to belong to the program and receive client leads that are provided. Dave Ramsey and the Dave Ramsey SmartVestor Pro program is not affiliated with PlanMember Securities Corporation and is not sponsored or endorsed by PlanMember Securities Corporation.

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