Point Wealth Management, located in Wausau, WI, is dedicated to providing unbiased financial guidance to help individuals and families achieve financial independence. With a focus on retirement planning and customized financial strategies, their team, led by founder Jeremy Reif, prioritizes integrity and professionalism in every client relationship.
Specializing in asset management, financial planning, IRA and 401K rollovers, and Social Security maximization, Point Wealth aims to help clients navigate the complexities of investing and retirement planning with transparency and a fee-based approach. Through their consulting services, they assist pre-retirees and retirees in constructing comprehensive plans to ensure long-term financial security and peace of mind.
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