Name: Point Wealth Management
Address: 3319 Terrace Ct, Wausau, WI, 54401, US
Telephone: (715) 870-2450

General Description

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.

Business Hours

Sunday	closed
Monday	08:00 AM	05:00 PM
Tuesday	08:00 AM	05:00 PM
Wednesday	08:00 AM	05:00 PM
Thursday	08:00 AM	05:00 PM
Friday	08:00 AM	08:00 PM
Saturday	closed

Location & Map

Point Wealth Management

3319 Terrace Ct
Wausau, WI 54401

(715) 870-2450

Driving Directions

Point Wealth Management

Financial Planner in Wausau

3319 Terrace Ct Wausau WI, 54401

(715) 870-2450

General Description

Business Hours

Location & Map

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