Business claimed
Last updated: Over a year ago
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Financial Planning
About Point Wealth Management
Point Wealth Management is an independent fee-only financial planning and investment management firm led by Jeremy Reif, CRPSA® and Jere Smith, CFPA®, CLUA®. With advanced credentials and training in retirement planning and financial planning. Go to full description...
Contact information
Additional business details
Email address:
jsmith@pointwealthmanagement.com
Point Wealth Management is an independent fee-only financial planning and investment management firm led by Jeremy Reif, CRPSA® and Jere Smith, CFPA®, CLUA®. With advanced credentials and training in retirement planning and financial planning, Jeremy and Jere specialize in helping pre-retirees and retirees pursue financial independence. Their mission is helping clients successfully transition and live in retirement without feeling burdened by financial stress or uncertainty. Based in Wausau, Wisconsin, Point Wealth serves clients throughout the state, including in Marshfield, Stevens Point, Minocqua, Eagle River, Appleton, Green Bay, and Eau Claire. To learn more, visit http://pointwealthmanagement.com and connect with Jere and Jeremy on LinkedIn.
Securities offered through TCM Securities, Inc, member FINRA/SIPC. Investment Advisory Services offered through Retirement Wealth Advisors, (RWA) a Registered Investment Advisor. Point Wealth Management, TCM Securities, Inc. and RWA are not affiliated.
Year Established: 2015