Business Hours
Monday 8:00am - 5:00pm
Tuesday 8:00am - 5:00pm
Wednesday 8:00am - 5:00pm
Thursday 8:00am - 5:00pm
Friday 8:00am - 5:00pm
Year Established
2015
Point Wealth Management
Listed In: Financial Planning
Point Wealth Management is an independent fee-only financial planning and investment management firm led by Jeremy Reif, CRPSA® and Jere Smith, CFPA®, CLUA®. With advanced credentials and training in retirement planning and financial planning, Jeremy and Jere specialize in helping pre-retirees and… Point Wealth Management is an independent fee-only financial planning and investment management firm led by Jeremy Reif, CRPSA® and Jere Smith, CFPA®, CLUA®. With advanced credentials and training in retirement planning and financial planning, Jeremy and Jere specialize in helping pre-retirees and retirees pursue financial independence. Their mission is helping clients successfully transition and live in retirement without feeling burdened by financial stress or uncertainty. Based in Wausau, Wisconsin, Point Wealth serves clients throughout the state, including in Marshfield, Stevens Point, Minocqua, Eagle River, Appleton, Green Bay, and Eau Claire. To learn more, visit http://pointwealthmanagement.com and connect with Jere and Jeremy on LinkedIn. <p> Securities offered through TCM Securities, Inc, member FINRA/SIPC. Investment Advisory Services offered through Retirement Wealth Advisors, (RWA) a Registered Investment Advisor. Point Wealth Management, TCM Securities, Inc. and RWA are not affiliated. Read more
Point Wealth Management
3319 TERRACE CT, Wausau, WI
3319 TERRACE CT, Wausau, WI