A complete list of active advisors currently associated with Point Windward Advisors, Inc.

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

Point Windward Advisors is an SEC‑registered adviser serving individual and high‑net‑worth clients, pension and profit‑sharing plans, and corporate entities. The firm provides discretionary portfolio management, annuity management and oversight, and complimentary financial planning and wealth‑planning services. Portfolios are built and monitored by individual portfolio managers who employ a mix of fundamental, qualitative and technical analysis and who review accounts at least quarterly. The firm uses a range of trading strategies — including short‑term trading, options, short sales and margin — and discloses practices that can involve market‑timing decisions. Point Windward operates from multiple offices and recently rebranded from Beech Hill Advisors; it is affiliated with an in‑house broker‑dealer (Beech Hill Securities) and many employees are dually registered, with directed brokerage and staff compensation tied to execution, arrangements the firm discloses. The firm also maintains third‑party annuity relationships (e.g., DPL, Halo) and discloses the use of borrowing in separately managed accounts, features that are less common among similar team advisers.

To learn more about the advisors currently working at Point Windward Advisors, Inc., 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.

You can also browse Point Windward Advisors, Inc.'s office locations.