Individual Wealth Management* | Customizing solutions to reach your goals

Your wealth plan should be as unique as you are

We realize that you have more choices than ever before when it comes to investments and other financial services. Our role as your wealth advisor is to help you cut through the noise of the marketplace by recommending strategies and tactics based on your individual goals, time horizon and tolerance for risk. Through SagePoint Financial, we offer a comprehensive, integrated approach to wealth management that represents a high standard of financial advice.

We will work closely with you to understand and clarify the needs, goals, concerns and opportunities that will drive the wealth plan we create. Based on that understanding, we can help you:

  • Develop an integrated, personalized program based on your unique situation.
  • Provide investments that match your objectives and suggest the right asset mix for your portfolio.
  • Diversify your assets so that you don’t have all of your "eggs in one basket” to help you minimize risk and maximize return.
  • Manage the impact of taxes and inflation to put more money in your pocket.
  • Provide innovative solutions that help protect you and your family from the unexpected.
  • Monitor the performance of your investments, freeing up your time to enjoy your life
  • Rebalance your portfolio periodically with the goal of ensuring that your money is always working for you in every market condition, based on your goals and risk tolerance.
  • Review regular, detailed reporting on your portfolio’s activity and performance to help us stay on track over time.

     

Investing involves risk including the potential loss of principal.  There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio in any given market environment.  No investment strategy, such as asset allocation and rebalancing a portfolio, can guarantee a profit or protect against loss in any given market environment.  Please note that rebalancing investments may cause investors to incur transaction costs and, when rebalancing a non-retirement account, taxable events will be created that may increase your tax liability.  Past performance is no guarantee of future results.  Please note that individual situations can vary.  Therefore, the information presented here should only be relied upon when coordinated with individual professional advice.

 

 At Oak Point Financial, LLP, we provide assistance in the following areas*:

  • Investments
  • Bonds
  • Common Stock
  • Educational IRA
  • Brokerage Accounts
  • Government Securities
  • Roth IRA  
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Traditional IRA
  • Treasury Notes
  • Variable Annuity

Financial Planning*

  • Retirement Planning
  • Tax Plans
  • 401(k) Rollovers
  • 403(b) Rollovers
  • 529 College Plans
  • Estate Plans