Point Wealth Management

Check out our new intern, Ryan Ozsvath, working on a case with advisors Rob & Erin! Ryan graduated this year from Ithaca College with a Bachelors of Science in Business Administration with a concentration in Marketing. Fun fact: Ryan was the captain of his lacrosse team! Welcome Ryan - we're so excited to show you the ropes over the next few months!

If you’re looking to boost your financial wellness, starting a financial plan can help.

We often meet with our client’s children to help start them on the right financial track.

Another person you can have a money conversation with? Your financial advisor.

The online holiday deals season is unofficially kicking off this month.

The right planning can help you get the most out of your savings. Please reach out if you’d like to talk about your retirement plan.

When you get to retirement you’ll want savings in more than just a 401(k).

If you’re a small business owner looking to create a financial plan, give us a call.

Rob had a great time at this year's Ed Kilgus/Association of Marine Industries Golf Classic out in Riverhead yesterday; representing Point Wealth Management out on the green!

So you can get back to what’s important today.

Please reach out if you’d like to discuss a debt repayment plan or anything else on this list.

You don’t need to re-create the classroom.

The Point Wealth Management team had an awesome Team Day 2020 out in Montauk on Friday!