Pointer Creek Wealth Management is a financial solutions firm that provides private wealth management and fee-based CFP practitioner financial planning services to high net worth investors. We operate independently, allowing us to serve our clients' best interests without the influence of corporate agendas. Our team of experienced professionals offers a wide range of financial planning services, including investment planning, tax planning, retirement savings, and estate planning. We pride ourselves on being a fiduciary, meaning we put our clients' interests first and always act in their best interests.
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