We know that we cannot promise what your future will hold. But, we can promise that our team at WealthPoint Advisors will work hard to secure your tomorrow, today. Our competitors charge big fees for little service. We are here to turn that around. We are not associated with any banks, insurance companies, or brokerage firms, so we can offer our clients solid, research-based advice backed by our years of industry experience, which includes:
First Class ServiceComprehensive CFP® ExpertsStrategic Planning & Defined ProcessTransparent & Fee Only ServicesOngoing Client Experience
The seasoned professionals of WealthPoint Advisors are experienced financial planners who are committed to ethical practices.
As CFP® professionals, WealthPoint Advisors President Brent Walker and Nate Eix have successfully achieved stringent pre-requisites and fulfill continuing education requirements every other year in order to maintain their certifications.
While others may call themselves financial planners, only those who demonstrate the requisite experience, education, and ethical standards are awarded the CFP® mark.
As a Registered Investment Advisor (RIA), WealthPoint Advisors is required by law to act in our clients’ best interest. A fiduciary duty is one of complete trust and utmost good faith. We take this duty very seriously.
And while we do our duty, we also enjoy long lasting relationships with our current clients and consider it a great honor to be invited to a child's wedding, to be asked to play a round of golf, or to just grab lunch, dinner or a beer as a friend.
As a wealth management firm, it is our goal to provide guidance and expertise and discourage emotional investing.
Following our extensive initial consultation process regarding our clients’ accounts, we use the following basic guiding principles of investing to establish an efficient portfolio:
Markets do workActive management generally failsMarket timing is riskyRisk and return are relatedDiversification is keyBring discipline to the process