Point To Point Wealth Planning Team Profile

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:

1:1 financial advice based on your goals and needs.
Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
Regular meetings to review your goals, progress, and investments.
Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started

Retirement Planning Strategies
Tax Planning Strategies
Investment Management
Social Security Retirement Benefits
Women's Financial Strategies
Small Business
Estate Planning Strategies
Intergenerational Planning
Saving for Education
Retirement Income Strategies
Divorce Financial Planning
Insurance
Financial Strategies for LGBTQ Couples and Families

Point To Point Wealth Planning, Ameriprise Client Experience Award, 2022-2023
Point To Point Wealth Planning, Forbes Best-in-State Wealth Management Teams, 2023-2024

Our team is proud to work with many local organizations, such as Reach Riverside

Community is one of our 6 core values at Point To Point Wealth Planning. Not only are all the team members involved in giving back, we love to get our clients involved as well. Every year we host a Thanksgiving food drive and Toy & Coat drive for Reach Riverside. And we sponsor and help run the Festival of Trees for Delaware Hospice. Please join us!