Why Pointer Creek?
Pointer Creek was founded on the belief that each of our clients deserve fiduciary advice from an educated, experienced, ethical professional that has passed multiple examinations proving competency in these areas. A Certified Financial Planner™ demonstrates the utmost commitment to the profession and to your personal financial goals. Simply put, we care about you achieving your goals and take our responsibility seriously to show you options and solutions that were likely unseen before.
If you want a relationship with a firm that by design and mandated by designation, places your best interests first, we are your fiduciary.
Have you ever seen Wolf of Wall St.? Yeah, we’re not that. Not only are we required to put your interests first, we actually feel good doing it and it’s created a positive energy and thriving practice.
Just like the Cheers theme song, we'll always know your name...you'll never be just an account number, we have no desire to add empty relationships in search of higher profits.
We own the same strategies and investments we recommend. This willingness to invest alongside you is something we are proud of.
We have no quotas and no proprietary products. Many of our so-called competitors do not have the flexibility to offer alternative investments to truly diversify your portfolio as a means of managing investment risk.
We don’t just speak the words of the hand controlling us. We question everything Wall St. is selling, filter through the noise of media claiming the latest greatest financial products to present only the most direct solutions for achieving your goals.
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Registered Representatives, Securities offered through Cambridge Investment Research, a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Pointer Creek Wealth Management and Cambridge are not affiliated.​ The Cambridge Investment Research Form CRS for Cambridge is available to view here and the Form CRS for CIRA is available here. Financial Professionals may only conduct business with residents of the states or jurisdictions in which they are properly registered, licensed or exempt from registration and not all of the securities, products and services mentioned are available in every state or jurisdiction. The information being provided is strictly as a courtesy. When you link to any of these web-sites provided herein, Pointer Creek Wealth Management makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.
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