Comprehensive financial services firm combining financial planning and investment management. Specializing in creating customized strategies for retirement transition, tax minimization and wealth transfer. Our goal is to be your personal financial concierge, providing dependable advice. 20 years of experience. 2020, 2021 and 2022 Forbes and Investment News award recipient.
Website: pointwealthcm.com
Phone: (818) 392-3979
Cross Streets: Near the intersection of Ventura Blvd and Woodley Ave
Closed now
- Fri 9:00 AM - 5:30 PM
16130 Ventura Blvd, Ste 670 Encino, CA 91436 ·2197.90 mi
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Reviews
yelpI'm so grateful to have found Pointwealth. From the start, I've felt a genuine sense of trust and ease knowing my money is in good hands. In less than two years, I've already seen growth, which...
MorePointwealth Capital Management has been an excellent partner for portfolio management and long-term financial planning. Their approach is disciplined, thoughtful, and clearly tailored to each...
Morecan't say enough good things about Sandra from Pointwealth Capital Management!!! She is the most professional, honest, knowledgeable, kind, loving person I've met. I highly highly recommend her...
MoreMy family has been a client of Pointwealth Capital Management for 8 years. Sandra and her team are very professional and welcoming. Sandra's expertise and knowledge has been so helpful when it...
MoreI have been a client of Pointwealth Capital Management for almost 10 years now. Sandra and her team have always made me feel well taken care of and that my money is in capable hands. Not only have...
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