Welcome to Pointer Creek Wealth Management, a financial solutions firm. We provide private wealth management and fee-based CFP practitioner financial planning services to high net worth investors. After witnessing nearly two decades of change and consolidation in the financial industry, it proved difficult to align what is best for you, with what is best for the shareholders of a large publicly traded financial services company.
For this reason, we affiliate with one of the most respected privately-owned independent broker-dealers in the industry, Cambridge Investment Research, Inc., to bring you investment options. This allows us to truly serve your needs without the corporate agendas or proprietary sales quotas present at many of our competitors.
For this reason, we affiliate with one of the most respected privately-owned independent broker-dealers in the industry, Cambridge Investment Research, Inc., to bring you investment options. This allows us to truly serve your needs without the corporate agendas or proprietary sales quotas present at many of our competitors.
Services
Welcome to Pointer Creek Wealth Management, a financial solutions firm. We provide private wealth management and fee-based CFP practitioner financial planning services to high net worth investors. We go against the grain of Wall Street, which is constantly seeking growth by number of accounts, advisors, or offices.
Our Individual Wealth Management Strategies fall into three main categories, based on your objectives. For those risk averse or seeking guaranteed income, we offer insurance products, banking products, and securities products.
For those looking to hire a professional fiduciary to create and manage their investment strategy, we have Fiduciary Managed Accounts and we offer Private Placement Investment Opportunities for those meeting Accredited Investor Status.A fee-based discretionary selection and monitoring of your investment portfolio, including but not limited to:.
For those looking to hire a professional fiduciary to create and manage their investment strategy, we have Fiduciary Managed Accounts and we offer Private Placement Investment Opportunities for those meeting Accredited Investor Status.A fee-based discretionary selection and monitoring of your investment portfolio, including but not limited to:.
We make it a core part of our business to give back to the those in need in the community. Through our "Investing Local" program we "invest" in a community giveaway, obtained from a locally owned business, with the "investment return" of generating smiles from randomly surprised patrons or prize winners.
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Trent Christie
Jan 13, 2022
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