Being there for my clients in their toughest moments and their most joyful moments is my favorite part of my career. It’s hard to believe that I’ve had the opportunity to serve my clients for nearly 50 years. This wonderful career has taken me through many adventures, from helping other advisors launch their careers, opening an office in Port Jefferson, and now working with my son-in-law and watching him lead our firm. Since the inception of Point Wealth Management, we have been guided by a simple set of values. These values are rooted in our personal and professional experiences, our team’s commitment to excellence, and the deep relationships we’ve had the opportunity to build with our clients.‣SERVICEEvery client deserves unparalleled service. Our entire team is committed to getting inthe trenches with you in the way that we proactively communicate and execute your plan.‣INTEGRITYBeing true to your word can feel like a lost art, especially in the financial services industry. But our team is committed to the highest level of integrity, always putting our clients first and sharing even the most uncomfortable truths with the utmost respect.‣DISCIPLINEConsistent, disciplined action leads to exceptional results. Our team believes in time-tested financial strategies, leadership principles, and operational procedures that help us accomplish your goals.