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

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

Pillar Point Wealth Management is a fee-only, independent registered investment adviser founded in 2025 that provides discretionary wealth management and both ongoing and project-based financial planning to individuals and high-net-worth clients. The firm’s services include investment management, retirement and college planning, estate and tax coordination, business planning, and insurance and risk reviews, with referrals to outside attorneys and tax professionals as needed. The adviser combines Modern Portfolio Theory with fundamental and cyclical analysis and uses a mix of passive and active vehicles; it can also construct socially conscious/ESG portfolios when requested. Portfolios are implemented on a discretionary basis using institutional custodial platforms (the firm recommends Schwab and Altruist), and the adviser conducts regular reviews while relying primarily on custodian statements for performance and activity reporting. Pillar Point is a solo-practitioner practice led by a principal with senior experience at Charles Schwab and an MBA from MIT, a combination of credentials that is notable given the firm’s small client base of five clients. The firm also maintains a relatively high minimum account requirement (waivable on a case-by-case basis), does not aggregate (block) trades across clients, and leaves proxy voting to clients, which differentiates its operational model from many peers.

To learn more about the advisors currently working at Pillar 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.