About Us

Dedicated to a distinct process that allows you to pursue your ultimate financial goals, Turning Pointe Wealth Management delivers sound advice. We help you execute a precise financial living plan, developed from your core values. With many fine products at our fingertips, we help you get on track and stay on track, through the turning points in your life. Turning Pointe Wealth Management is there for you: our clients, friends and business partners, when you need us most The core of who we are is rooted in loyalty and trust - it is the foundation from which we grow a relationship with our customers. This is what makes us different. From first time investors to those securing stability for their twilight years, we are here to support, educate, and offer insight to every individual that we encounter. In the dizzying world of stock markets and financial lingo, we often become too fixated on the immediate numbers and lose sight of the bigger picture. We want to understand what truly matters to you and tailor a holistic financial plan that gives you sound foundation for today and tomorrow. We care as much about why you are investing as what you are investing in.