Black Point Financial

At Black Point Wealth Management, we believe that a successful investment strategy begins with a deep understanding of our clients' goals and aspirations. Our team of experienced financial professionals is dedicated to providing personalized service and expert guidance to help individuals and businesses achieve their financial objectives.

Our Approach

We take a holistic approach to financial planning, considering every aspect of our clients' financial lives to create customized strategies that meet their unique needs. Our investment philosophy is centered around a long-term perspective, avoiding short-term risks and focusing on steady, sustainable growth. We believe that every client deserves a tailored approach, and we work tirelessly to ensure that our clients' financial futures are secure and prosperous.

Our Services

Our comprehensive range of services is designed to address the diverse needs of our clients. From retirement planning and fiduciary management to investment expertise and participant services, we offer a full spectrum of solutions to help our clients achieve their financial goals. Our strategic partners and research team work in tandem to stay ahead of market trends, ensuring that our clients benefit from timely and informed investment decisions.

Our Difference

What sets us apart is our commitment to putting our clients' interests first. We avoid making bets on individual stocks or trying to outguess other investors, instead opting for a methodical approach that adds value at every stage of the investment process. Our clients appreciate our transparent and collaborative approach, which empowers them to make informed decisions about their financial futures.

Our Team

Meet Jonathan Harris, our Managing Director and founder of Black Point Wealth Management. With a career spanning over three decades, Jonathan brings a wealth of experience and industry expertise to our clients. His dedication to serving his community is evident in his involvement with local organizations and his commitment to helping individuals and businesses achieve financial success.