Turning Point Wealth Partners

Life is full of changes.  Sometimes a minor transition, sometimes a decisive or significant change.  Some transitions are simply part of the natural flow of life.  Others are planned and still others come unexpectedly.  Whether a small course correction or a major turning point, each season of life presents its own unique challenges and opportunities, and most have financial implications.

The relationship with many of our clients initially began at one of these financial events, typically with a need for guidance in determining next steps.

We work with a select group of individuals, families and small businesses to provide guidance in managing their wealth by partnering with them to help navigate the many complex financial decisions that are required throughout life.

Working With Us

Your relationship with a financial advisor is one of the most important professional relationships you will have, along with your CPA and attorney. 

Our process begins with an introductory meeting where we will discuss how you envision your life in the years ahead as well as a more in-depth introduction to how we work with our clients.

Some of the characteristics that are common among the clients we are currently working with may include:

• Interested in pursuing personal, family and/or business goals and purposes rather than the day-to-day details of managing investment, tax, estate and other financial issues.
• Focused more on the big picture as opposed to the daily movements of the financial markets.
• Desire professional wealth management and prefer leveraging the experience and expertise of a trusted advisor.

Recognizing that both time and resources are finite, we desire to develop long-term relationships where our approach can add real value to the lives of those we serve.  The relationship must be a good fit for both you and our firm.  We will be very direct in acknowledging when we feel a potential client may be better served elsewhere.

The desired result is a long-term, mutually beneficial relationship where we provide access to ongoing, professional advice and support from a partner committed to guiding you toward long-term financial confidence, leading to a more balanced and content life.

The evidence supporting our success in accomplishing this is that over two thirds of our clients have been working with us for 20 years or more, many of them for more than three decades.  We have served and continue to serve multiple generations of families.