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

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

Point Wealth serves individuals, high-net-worth clients, trusts, estates, and charitable organizations, providing discretionary asset management alongside one-time and ongoing financial planning and consulting. Services include goal-based portfolio construction, retirement and estate planning, and coordination with clients’ CPAs and attorneys to integrate tax and legal considerations into planning. The firm implements investment programs based on each client’s objectives, time horizon, and risk tolerance, making discretionary trading decisions and employing fundamental, technical, and cyclical analysis as appropriate. Portfolios are reviewed at least quarterly with rebalancing and tax-loss harvesting considered where suitable, and clients may impose written investment restrictions. Compared with many peers, Point Wealth discloses serving charitable organization clients and operating affiliated tax-preparation and insurance businesses — relationships the firm identifies as potential conflicts and addresses through disclosures and firm procedures. The firm also delegates custody to an institutional custodian, aggregates trades for execution when appropriate, and does not vote client proxies, leaving proxy voting to clients unless assistance is requested.

To learn more about the advisors currently working at Point Wealth, 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
Jeremy Reif	Wausau, WI	21

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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