At Powder Point Wealth Management, we firmly believe that there is a distinction between a true Wealth Manager and an Investment Advisor.
To be secure in your financial future, you should understand and manage far more than your investment portfolio; you should have a plan to address every aspect of your financial life, from asset protection, to investment management, to tax, estate and retirement planning. Each area of your financial life impacts the others and you should not address any one financial area without considering the impact a decision will have on the entirety of your financial picture. You should consider working with a team of professionals with the credentials and experience to help provide advice and solutions to the many financial challenges you may face.
A comprehensive approach is used to manage your wealth; combining both financial planning and investment management. This approach focuses on understanding all aspects of your unique circumstances, identifying and documenting your financial goals, evaluating your current situation, providing specific recommendations, and helping to ensure implementation of the solutions provided.. Then, as your unique circumstances change, this approach continuously monitors, reviews, and adjusts your financial plan, as appropriate; while always staying true to our team’s fiduciary responsibility and ensuring that your interests always come first.
You deserve to feel secure in your financial future. You deserve a partner that will help you plan to do so.