A complete list of active advisors currently associated with Long Point Wealth Management, LLC

Warmer can help you find a great advisor at Long Point Wealth Management, LLC or one who fits your needs even better.

Long Point Wealth Management provides discretionary wealth management and financial planning services to individuals, high‑net‑worth clients, trusts, and estates. The firm combines investment management with estate‑planning facilitation and consulting, and it can help clients access a third‑party digital estate planning platform as part of its service offering. The firm typically builds long‑term, ETF‑ and mutual‑fund‑centered portfolios informed by both fundamental and technical analysis and seeks institutional share classes when feasible. It may also incorporate hedging and tactical tools — including options, short positions, inverse ETFs, ETNs, and allocations to managed‑futures/commodity ETFs — and uses AI tools under written safeguards to support analysis (but not to place trades or make investment decisions). Notable distinctions for this small adviser (managing roughly $38.4 million across about 33 client relationships) include its documented use of derivatives and shorting strategies in separately managed accounts — a practice that is relatively uncommon among independent peers (reported by only a small percentage of firms). The firm also integrates a paid, co‑branded digital estate‑planning platform for clients and emphasizes custodial relationships and institutional platform support as part of its operational model.

To learn more about the advisors currently working at Long Point Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Mark Schiffenhaus	Wellfleet, MA	20

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