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Frequently asked questions
General
Financial Planning
How can I schedule a consultation?
Call our office at 234-414-1014.
What is the minimum investment to work with Pointer Creek Wealth Management
We require a "household" of $500,000+ Net Investible Assets to establish a new fiduciary managed account relationship.
How do you protect my financial information?
We implement security measures including secure data storage, advanced encryption, employee background checks, and certain confidentiality protocols.
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