Leading Financial Advisory Team

About Point Wealth

 

Qualified
Financial Advisors

We help people navigate life by listening to what each client is aspiring to achieve financially.

 

Over 15
Years of Experience

A seasoned and locally recognized retirement professional committed to maintaining the highest standards.

 

Our Awards
and Certificates

Featured on Annuity123, we believe the key to success is honesty.

We are
Experienced
Financial Advisors.

Jeremy Reif, founder of Point Wealth, LLC, has worked in the investment advisory business since 2005. Jeremy as an independent advisor who helps people navigate life by listening to what each client is aspiring to achieve financially. 

Schedule a Consultation

Financial Information

Proven Results

Portfolio/Money Management

Our Asset Management program is specifically designed to help minimize exposure to risk and maximize return.

Financial Planning

Our job is to uncover your goals, analyze your financials, and help you pursue your ideal retirement.

IRA/401(K) Rollover

We’ll delve into the pros and cons of leaving your retirement investments where they are versus moving it, and what the best decision could be for your individual situation.

Retirement Consulting

We help pre-retirees and retirees construct a plan that helps make sure you and your family won’t outlive your retirement income.

Social Security Maximization

Our team will help you calculate potential taxes, the cost of waiting, and actual benefits.

Integrity & Commitment

We are committed to maintaining the highest standards of integrity and professionalism in our relationships, and believes the key to success is honesty. We’re never too busy to help you or someone you care about. It’s our goal to help people like you by offering unbiased financial guidance!
Point Wealth Management
Call

(715) 870-2450

OR

Schedule a Consultation

Make an Appointment
Stay In The Loop With Point Wealth!