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PROUD MEMBER OF
HELPING YOU ACHIEVE MORE.
ENTRYPOINT PREPARES YOU FOR RETIREMENT SO YOU TO ENGAGE WITH THE MOST IMPORTANT ASPECTS OF YOUR LIFE.
ENTRYPOINT WEALTH MANAGEMENT
EntryPoint Wealth Management was created to help individuals preparing for or already in retirement achieve their life and financial goals. As your advisor, I commit to provide fiduciary guidance and education enabling you to have confidence in your actions, achieve your financial aspirations and provide peace of mind for your family. My goal for you is that—through our partnership—we financially position your life in retirement to be about the things you care most about.
EntryPoint Wealth Management works with individuals, families, and wealthy Retirees who are seeking a highly engaged financial planning relationship. I enjoy working with clients who are seeking a high touch engagement where we will address every aspect of your financial life. I believe that I do my best work when my clients consider EntryPoint as the first call to make when considering a significant question in their life.
HOW WE SERVE CLIENTS
Together, I will prepare you for or help you thrive during retirement, ensuring you have an investment portfolio that allows you to enjoy your golden years thoroughly. This happens in primarily two ways: financial planning and investment management.
FINANCIAL PLANNING
EntryPoint Wealth Management works with clients to organize, identify, and implement the right strategies to help you achieve what’s most important to you in retirement: the lifestyle you’ve worked for, financial security for your family, and a legacy for future generations. I start by listening and understanding your financial thoughts and values, and by assessing your current financial landscape. Through our time together, we start identifying areas where EntryPoint can deliver value and incorporate our approach to improve your situation. By understanding who you are and how you have achieved your success, I am able to craft a financial plan that will be designed for your vision to enhance and build on the work you have already completed.
investment management
At EntryPoint Wealth Management, Investment Management is a core component to helping my clients achieve their financial goals. First, we evaluate your risk tolerance to determine the best investment allocation to achieve your goals with the right amount of fluctuation. We consider your complete financial situation to determine the best location for the investment we intend to hold in your portfolio. Finally, we strive to discover investment ideas that will position our clients to benefit from our tactical investing strategies and the long-term growth trends of markets. Typically, my clients have 2 to 10 million in assets to manage.
FREQUENTLY ASKED QUESTIONS
As a fiduciary advisor, I offer fiduciary guidance to help you put the right strategies in place so you can achieve what matters most to your lifestyle, retirement, and legacy.
I’ve helped many clients navigate complex financial scenarios, including:
- Income tax planning
- Complex tax situations
- Working towards retirement
- Living in retirement
- Life planning
- Legacy planning
- Insurance planning
This happens in primarily two ways: financial planning that takes into account your complete financial landscape and opportunities to improve your situation, and investment management that will best position you for long-term growth trends of markets so we can achieve your vision for your life.
I work with individuals, families, and wealthy retirees who are seeking a highly engaged financial planning relationship. Clients typically have $2 to $10 million in assets who are retired or retiring within 5 years.
I am committed to helping my clients solve the complex problems they encounter as they move towards retirement. I use my energy and experience to be ready to provide guidance on the many challenges of retirement, enabling my clients to transition and start enjoying their golden years. I focus on establishing life goals and bucket list items my clients want to achieve, then create a financial plan and implement the appropriate tax and investment solutions to ensure their success.
I’ve worked with individuals planning for retirement successfully address challenges such as:
- Recreating your paycheck so you can live comfortably in retirement
- Transitioning property to passive income, such as through the 1031 Exchange Strategy
- Social security elections, Medicare options and taxes, and pension elections
For my wealth management clients, I employ a modern approach to investment management. First, I allocate my clients to stocks, bonds, and alternative investments to create portfolios best suited to achieve their goals. my research shows that tactical investment creates better returns while reducing downside risks over time. Therefore, I employ trend-based investing strategies, allowing my clients to take advantage of the best-positioned investments for my economic environment. Additionally, I are committed to sourcing the right Alternative Investments to enhance client portfolios, providing tax-advantaged income and non-correlated returns. This can include investments in gold, real estate, private credit, and asset financing strategies.
EntryPoint is a fee-only, fiduciary investment advisory. I do not receive kickbacks, commissions, or other revenue-sharing arrangements that could cloud my judgment in making the best recommendations to my clients. I would work with clients in two ways, each with different fee structures, to implement two separate relationship models.
First, I offer a high-touch wealth management relationship through a management fee charged on a client’s investment portfolio. This relationship is designed to be a thorough advisor-led process where I consult on all aspects of your financial plan. I strive to meet with these clients twice annually, proactively engage on various strategies, review their income tax returns, and position their investments to achieve their goals.
Second, I also offer the opportunity to engage on an hourly basis, providing only the financial planning part of my expertise. Often, I are engaged to help clients analyze their retirement readiness, analyze tax strategies, and address estate planning needs. I typically do not consult on investments in this model because these clients believe they can make their own decisions to position their investment portfolios.
Our wealth management and hourly fees can be viewed here.
LET'S ACHIEVE MORE, TOGETHER.
Through our partnership, I will financially position you so you can enjoy the more important aspects of your life through retirement. Contact me today to start your financial journey.