Point Wealth Management

Point Wealth Management

Address: 3319 TERRACE CT , Wausau

Address: Wisconsin, 54401, United States

Telephone: 715-870-2450

Locate on map : Locate on map

Website: Visit Website

Opening Hours: Mon-Fri 8:00am-5:00pm





Point Wealth Management is an independent fee-only financial planning and investment management firm led by Jeremy Reif, CRPSA® and Jere Smith, CFPA®, CLUA®. With advanced credentials and training in retirement planning and financial planning, Jeremy and Jere specialize in helping pre-retirees and retirees pursue financial independence.

  • Financial Planning
  • Finance
  • Financial
  • retirement planning
  • investment planner
  • financial advisor
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