The Wealthpoint Process
We use a three-step process to enroll clients in the investment plan that’s best for them:
- Intake and Analysis – we will discuss your goals and current asset allocation. We will analyze your assets, identify weaknesses in your existing financial strategy, and discuss alternative approaches to
positionyou more effectively. In a side-by-side comparison, our plans usually come out 20% to 50% ahead of what our clients had in place previously.
- Plan – we will craft a customized investment plan for you. You will be able to clearly compare our investment plan to what you are already in, and calculate your expected returns based
throughour returns calculator.
- Implementation – when you give us the go ahead, we will begin implementing your retirement plan.
Once a client is enrolled, we are always available to take questions and discuss a client’s financial needs. We
At Wealthpoint, we abide by seven key principles:
- The most important rule in investing is “don’t lose money.” (We admit that Warren Buffett came up with this one before we did)
- The fastest way to increase returns is to eliminate taxes.
- Provide complete and total transparency to all clients.
- Keep fees low
- Give clients flexibility, so you are never stuck in an investment and can easily move your money wherever you please
- Educate our clients
- Make clients so happy they recommend us to their friends.
Whom We Serve
Wealthpoint serves clients across the United States. Our clients typically invest $500,000 to $5,000,000 with us, though we also service clients who are still building to these amounts. Our clients come from a variety of backgrounds, including:
- Business owners and entrepreneurs
- Medical professionals
- Real estate investors
- Professionals of all sorts
Our clients are typically people who do not want to settle for the 401k’s, IRA’s, or brokerage accounts usually offered to retail investors. They seek a more sophisticated approach that shelters them from a system which is designed to benefit the Government and Wall Street, but not you.