Question 1

How can I schedule a consultation?

Accepted Answer

Call our office at 234-414-1014.

Question 2

What is the minimum investment to work with Pointer Creek Wealth Management

Accepted Answer

We require a "household" of $500,000+ Net Investible Assets to establish a new fiduciary managed account relationship.

Question 3

How do you protect my financial information?

Accepted Answer

We implement security measures including secure data storage, advanced encryption, employee background checks, and certain confidentiality protocols.

Frequently asked questions