INVESTMENT MANAGEMENT APPROACH

WE BELIEVE IN HIGHLY ENGAGED FINANCIAL PLANNING RELATIONSHIPS.

financial solutions that fit your life

EntryPoint Wealth Management believes that every client situation is unique, therefore your investment portfolio should reflect the different circumstances and objectives of your Financial Plan.

OUR APPROACH IS BUILT ON
 3 CORE PRINCIPLES:

Reduce the Impact of Investment Fees over time by low-cost exchange-traded funds.

Build the right mix of Stock and Bond portfolios to achieve your goals over time.

Consider Thematic Investment where implementation can deliver promising risk and reward objectives.

WE PUT OUR PORTOFLIO MANAGEMENT EXPERIENCE TO WORK FOR YOU:

  • We believe that your investment portfolio should be diversified so that you are not concentrated in only a limited amount of investment holdings.
  • We believe that your investment portfolio should use Asset Allocation to its benefit. Your portfolio should be invested in different types of securities such as US Stocks, International Stocks, Real Estate, Bonds, etc.
  • We believe that your portfolio should be reallocated to include the best investing ideas periodically. Tactical Investing enables our clients to benefit from an optimized portfolio based on the current themes of the capital markets.
  • We believe that you need to own certain types of assets in certain types of accounts. Asset Location is critical to pinpoint exactly where you should own a specific type of security.
  • We believe that you should maximize tax benefits investment structures such as 401k’s, IRAs, and Investments with built-in tax benefits such as tax-free income or depreciation pass through. You should only invest in an annuity as a last resort – most of the time, an annuity is a poor recommendation and is misrepresented to you.

LATEST INSIGHTS

Couple Reviewing Retirement Plan

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.