Jeremy Reif, founder of Point Wealth, LLC, has worked in the investment advisory business since 2005. As a seasoned and locally recognized retirement professional, he is committed to maintaining the highest standards of integrity and professionalism in his relationships, and believes the key to success is honesty.
Jeremy was born and raised in Wausau, WI where he lives with his wife, Jessa, and children, Carson, Easton and Alder. Family is the most important thing in his life. We're never too busy to help someone you care about. If you have friends, family, or coworkers who could use our help, we invite you to share our story with them by forwarding this link.
Jeremy was born and raised in Wausau, WI where he lives with his wife, Jessa, and children, Carson, Easton and Alder. Family is the most important thing in his life. We're never too busy to help someone you care about. If you have friends, family, or coworkers who could use our help, we invite you to share our story with them by forwarding this link.
Services
Our Asset Management program is specifically designed to help minimize exposure to risk and maximize return. Helping protect our clients' principal and mitigating potential downside loss is paramount in their long-term investment success. By removing the emotional part of investing, our time-tested formulas can help take the guesswork out of investing.
Are you frustrated by the number of pension payout options you have? Are you worried you won't be able to retire comfortably if you make the wrong decision? If so, you're not alone. Many pre-retirees need help selecting a payout option they won't outlive in retirement-and that's exactly what we'll talk about in this webinar.
We are a provider of WealthGuardTM, an incredibly simple, yet powerful early-warning system that monitors all of your investment accounts, daily, so you can invest with the added confidence that there's a plan in place to help protect your investments in all market conditions. Providing you with added peace of mind, WealthGuard securely tracks all of your accounts in one place, including asset allocation and overall performance.
As a full-service financial firm, we provide resources to educate our clients, so they can take charge of their retirement and financial future. FormulaFolios is a private money manager exclusively available through select, independent investment advisors. This management program is emotion-free with formulas rooted in academic research that help investors avoid poor decision making.
Reviews (7)
Claire Akin
Jan 04, 2019
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At Point Wealth Management, LLC, you can expect to work with financial advisors who are dedicated to seeing you have financial success and peace of mind. As an independent financial planning and investment management firm, the dedicated team of advisors work as advocates to help you achieve your financial goals as they create and implement financial and retirement plans that you can have confidence in.
Gregg James
Jan 25, 2017
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Jeremy & I have known each other for the past three years. We were co-leaders in a local organization for one year. He was always a strong partner in this professional setting. I am certain that his personal attributes (trust-worthy, hard-working, honest) are obvious in every interaction with customerrs at POINT WEALTH! Jeremy explains things in a way that make sense, even when it is a topic I am not familiar with. He is someone who helps others feel comfortable to be around him. I am proud to recommend Jeremy as a highly professional financial planner at POINT WEALTH!
Lee Peek
Oct 23, 2016
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I have known Jeremy for over 4 years and and in that time have gotten to know him as an honest and reputable money manger. My wife and I have met with Jeremy and in doing so found his product to be extremely solid and Jeremy's explanation of Point Wealth's processes easy to understand. Jeremy is also a great contributing member of our local community.
I would encourage anyone interested in making a change to their financial planning strategy and listen to what Jeremy and Point Wealth have to bring to offer, anyone doing so will not be disappointed.
I would encourage anyone interested in making a change to their financial planning strategy and listen to what Jeremy and Point Wealth have to bring to offer, anyone doing so will not be disappointed.
Amy Lee
Sep 25, 2016
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Claire Akin
Aug 26, 2016
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NorthStar Restoration Services
Aug 24, 2016
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I have known Jeremy for several years now, and I have to say that when it comes to Wealth Management Jeremy is on "POINT". He really knows his stuff! He offers professional financial guidance tailored to fit your financial goals and specializes in one on one relationships. When you work with Jeremy you get to partner with an advisor who will minimize your taxes and has a focus on your retirement. In my opinion working with Jeremy and POINT WEALTH is an easy decision, they truly crush the competition!
Carl Dodge
Aug 08, 2016
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Jeremy is an outstanding member of the community because of his expertise and his commitment to those in the community. He strives to simplify the complex issues of retirement and has gone beyond the call of duty to develop and write an educational white paper on the benefits of a large local employer. He not only did this to gain business, but to educate those that have the benefits and how to take advantage of them. As a spouse of someone that works for that employer, it means the world to me because it will allow me and my wife to learn and capitalize on her benefits and protect ourselves against
