Point Wealth Management

5.0 (1 review)

Financial Advising

Open • 8:00 am - 5:00 pm

By appointment only

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Services - Point Wealth Management

Inheritance planning

Retirement planning

Tax planning

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Point Wealth Management - Retirement Planning - Financial Advising Near Me - Wausau, Wisconsin

Point Wealth Management - 401k Rollover - Financial Advising Near Me - Wausau, Wisconsin

Point Wealth Management - Financial Advising Near Me - Wausau, Wisconsin

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Dora G.

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4

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6 years ago

If you need advise regarding retirement and possible nursing home issues this man is especially well informed because he has personally worked through these issues with family members. He can advise veterans because he knows about VA benefits. He listens and cares. read more

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More info about Point Wealth Management

3319 Terrace Ct
Wausau, WI 54401
Directions
(715) 870-2450
Call Now
Visit Website
http://pointwealthmanagement.com

Services

Is Point Wealth Management by appointment only?

Yes, Point Wealth Management is by appointment only.

From the Business

Specialties

Point Wealth Management is an independent, fee-only company. Tax Planning, specifically featuring Roth Conversions and other Unique Tax Minimization Strategies. Active Money Management.

History

Established in 2015.

I have been in business since 2004. This is a Botique firm that is Fee Based pointwealthmanagement.com

Meet the Business Owner: Jeremy R.

Thanks for checking out Point Wealth! My firm is here to provide you with customized financial advice.

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Claire A.

163

44

10

10 years ago

I've worked with both Jere and Jeremy and found them to be caring, knowledgable experts. Since they're independent, they are unbiased and only recommend what is in their clients' best interests. Highly recommended for getting your retirement plan on track so you can focus on other things. read more

Point Wealth Management - financialadvising - Updated August 2026

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