HELPING YOU ACHIEVE MORE.

ENTRYPOINT ENABLES YOU TO ENGAGE WITH THE MOST IMPORTANT ASPECTS OF YOUR LIFE.

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ENTRYPOINT WEALTH MANAGEMENT

EntryPoint Wealth Management was created to help individuals achieve more success in their Life and Financial matters. We commit to provide Fiduciary Guidance and Education enabling our clients to have confidence in their actions, achieve their financial aspirations and provide peace of mind for their family. Our goal for you is that through our partnership, we create a calm in your financial landscape enabling you to engage in the more important aspects of your life.

EntryPoint Wealth Management works with Individuals, Families, and Entities who are seeking a Highly Engaged Financial Planning Relationship. We enjoy working with clients who are seeking a high touch engagement where we will address every aspect of their Financial Life. We believe that we do our best work when our clients consider EntryPoint as the first call to make when considering a significant question in their life.

HOW WE SERVE CLIENTS

FINANCIAL PLANNING

EntryPoint Wealth Management works with clients to organize, identify, and implement the right strategies to help you achieve more in life as well as finances. We 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, we are able to craft a financial plan that will be designed in your vision to enhance and build on the work you have already completed.

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investment management

At EntryPoint Wealth Management, Investment Management is a core component to helping our clients achieve their financial goals. First, we evaluate our client’s 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.

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LATEST INSIGHTS

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Strategies to Reduce Income Taxes in Retirement

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Strategies to Reduce Income Taxes in Retirement A core philosophy at EntryPoint Wealth Management is to reduce our client’s income tax paid throughout their lifetimes. Advising clients on their tax situation is often considered a no-go subject in the financial industry. However, I feel the first step in providing quality advice to clients is understanding…

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Quarterly EntryPoints: Q4 2023

Quarterly EntryPoints: Q4 2023 Hopefully you have enjoyed a great start to 2024 and are progressing on your journey to pursue your life goals and build wealth. Many of the themes we saw at the end of 2023 have continued into the new year. We plan to pay close attention to geopolitical concerns, The federal…

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Buying a Home: Interest Rate Changes

Buying a Home: Interest Rate Changes In the past few months, I have been engaged by a handful of clients for help regarding a real estate transaction. The decision to sell a home and embark on a new chapter–especially during retirement–is a significant milestone with unique financial considerations.   Mortgage Interest Rates have dramatically increased…

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Quarterly EntryPoints: Q3 2023

Quarterly EntryPoints: Q3 2023 With year-end fast approaching, now is a great time to review your investment portfolio, retirement goals, and assess year-end tax planning opportunities. Here are the 3 key points from Q3 that you need to know regarding investment markets so you can achieve more successful results in 2024. Point 1: The Magnificent…

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Stories from ’23 Tax Season

Stories from ’23 Tax Season One of the wisest men in the history of our society said, “The hardest thing in the world to understand is the income tax.” And I will agree with Albert Einstein. Over my tenure advising clients, I have realized that there are few sources of actionable advice that help individuals…

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3 Thoughts on Preparing for Retirement

3 Thoughts on Preparing for Retirement Retirement is what you make it. That said, the magnitude of planning for retirement is often underestimated. It requires you to reevaluate and adjust your outlook on life–both positively and sometimes negatively. Throughout my career as a financial advisor, I have helped thousands of clients transition from working into…

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LET'S ACHIEVE MORE, TOGETHER.

Our goal for you is that through our partnership, we create a calm in your financial life enabling you to engage in the more important aspects of your life. Contact us today to start your financial journey.

(859) 203-1414

Chris@EntryPointWM.com