Business Owners

Business Planning in the Trenches

We believe that simplicity is the highest form of sophistication. At Point Wealth Management, our mission is to get in the trenches with our clients. By sharing our expertise and executing consistently against a clear strategy, we help our clients answer questions like:

  • How do I leverage my business success to create personal wealth for myself and my family?
  • How do I balance investing back into my business while removing some of the risk tied to being a business owner?
  • This business has or will be my life for decades. When I’m ready for my next chapter, how do I sell or transition the business to new ownership?

In addition to our full suite of wealth management and financial planning services, we will provide:

  • Business Life Insurance
    Group, Keyman, Buy/Sell
  • Retirement Plan Review & Management
    As part of NM’s Retirement Plan Services Program, we offer investment advisory services and act as a 3(21) investment fiduciary to plan sponsors.
  • Employee Benefits Consultation
  • Business Valuation Consultation
  • Succession Planning Strategies
  • Business Tax-Efficient Planning
  • Employee Educational Seminars