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Jeremy R
Series 66
Wausau, WI
Point Wealth, LLC
Jeremy Reif is a financial advisor at Point Wealth, LLC in Wausau, WI, holding a Series 66 designation with 20 years of industry experience. He has worked at several firms, including World Equity Group and Taylor Capital Management, and has operated his own business, Reif Financial LLC, since 2011. In addition to his advisory work, he is involved in tax preparation services through Point Wealth Tax Services and records audiobooks through Point Audio, LLC. Point Wealth serves individuals, high-net-worth clients, trusts, estates, and charitable organizations by providing discretionary asset management and comprehensive financial planning. The firm integrates tax and legal considerations into its goal-based investment strategies, reviews portfolios regularly, and accommodates client-imposed investment restrictions.
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