Point Wealth Management
Financial ServicesView the employees at
Point Wealth Management-
Brandy Nuñez BBA | Client Services & Marketing Associate at Point Wealth Management
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United States
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Rising Star
Thomas Mullany, CFP Service. Integrity. Discipline. | Wealth Management Advisor at Point Wealth Management-
Melville, New York, United States
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Top 1%
Vincent J. Cagnina AWMA® Simplicity is the Highest Form of Sophistication | Wealth Management Advisor at Point Wealth Management-
Melville, New York, United States
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Rising Star
Robert Kilroy, CFP®, CLU® Service. Integrity. Discipline. | Founder & Wealth Management Advisor at Point Wealth Management - Northwestern Mutual-
Melville, New York, United States
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Top 5%
Victoria DiBenedetto Investment Operations Associate at Point Wealth Management-
Massapequa, New York, United States
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Rising Star
Overview
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. ‣SERVICE Every client deserves unparalleled service. Our entire team is committed to getting in the trenches with you in the way that we proactively communicate and execute your plan. ‣INTEGRITY Being 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. ‣DISCIPLINE Consistent, 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. You don’t need another money manager or salesperson. You need a guide that understands you, understands your options, and can help you make wise decisions with your wealth. https://www.pointwealth.com/disclosure https://www.northwesternmutual.com/social-media-guidelines
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