Our Story

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.
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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.
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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, market timing, or 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.
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Our commitment is to remain a small firm of real people operating on a first name basis.