What's in a Name?
Inॱ flecॱ tion Point:
A time of significant change in a situation; a turning point.
The way we see it, there are two ways to approach financial planning. Professionals can stick to the status quo, continue to serve their clients like they have done for decades, and never evolve with the changing industry. Or, they can do things differently the way we do at Inflection Point Wealth Management.
We believe in change, evolution, and growth and are always implementing new tools and processes to further serve our clients. We were motivated to build our firm because we were tired of following the status quo and wanted to initiate change for our clients. Today, we are able to serve you, your business, and your family more accurately and independently.
We focus first on the process, not the product. We want to understand what makes you tick and how you define success. This helps us develop more personalized strategies that we monitor so you can spend more time with your loved ones. Contact us today to get started.