Welcome to Pointer Creek Wealth Management, a financial solutions firm. We provide private wealth management and fee-based CFP® practitioner financial planning services to high net worth investors.
We go against the grain of Wall Street, which is constantly seeking growth by number of accounts, advisors, or offices. We pledge to remain a small, specialized firm. We are a branch office of Cambridge Investment Research, Inc., a broker-dealer that shares our core beliefs about remaining privately held.
Marketing as a CFP® only practice avoids the conflicts of having non-fiduciary advisors in the firm, and provides us the opportunity to openly communicate what we believe is best for your money. That belief remains a well-executed plan, backed by low-fee wealth management strategies, built entirely on academic research, not opinions, not market timing, not financial buzzwords.
The meaning behind our tagline “See the unseen” simply put, we show you the unseen of the financial world without you having to search for it. With our experience and independent affiliations, you will see facts and solutions not presented by other firms.
Our commitment is to remain a small firm of real people operating on a first name basis.
Hi, my name is Bryan and I might be your kind of CFP® if you appreciate a common sense approach to markets and planning. Ohio native, graduated from Youngstown State University cum laude with a B.S.B.A. in finance, my first day as a financial advisor was September 11, 2001. I hold various securities, insurance and branch manager licenses, along with the Certified Financial Planner™ designation. You may view my verified certification here.
Hi, my name is Brittany and I re-joined Pointer Creek Wealth Management in October of 2019 in an administrator advisor capacity. My career has always been in the banking and financial industry. I graduated from Youngstown State University in May of 2011 where I graduated summa cum laude with a bachelor's degree in Business Administration and Marketing. I obtained several licenses consisting of Series 6, Series 7, Series 66, and Life and Health. Currently, I am attending The College for Financial Planning where I am working to earn my designation as a Certified Financial Planner™.
Hello! My name is Stephanie. I graduated cum laude from YSU with a Bachelor of Science in Business Administration in December of 2014. Since then, I have worked as a Supervisor and a Training Developer. In December of 2019, I joined Pointer Creek Wealth Management as the Office Manager. During my first year at Pointer Creek, I obtained my license for Life and Health Insurance and I also became a certified Notary Public.