Leading You Every Step of the Way

fiduciary financial advisor & wealth management firm

At Take Point Wealth Management, our mission is to simplify investing and give thoughtful, intelligent advice to people who want added financial peace. We do this by always striving to deliver the best possible investment counsel and the most exceptional personal service.

fiduciary financial advisor & wealth management firm

Leading You Every Step of the Way

Contact us today and get a

FREE CONSULTATION

At Take Point Wealth Management, our mission is to simplify investing and give thoughtful, intelligent advice to people who want added financial peace. We do this by always striving to deliver the best possible investment counsel and the most exceptional personal service.

 

New Podcast & Radio Show Every Saturday to help you take point on your retirement

Wealth Management Services

Risk Management

Money Management

Portfolio Risk Analysis

Who We Are

Mission

At Take Point Wealth Management, our mission is to simplify investing and give thoughtful, intelligent advice to people who want added financial peace. We do this by always striving to deliver the best possible investment counsel and the most exceptional personal service.

Vision

To simplify investing, we work hard to have close and enduring relationships with all our clients. That way, you can have confidence in our abilities, judgment, and character.

Values

To simplify investing, we work hard to have close and enduring relationships with all our clients. That way, you can have confidence in our abilities, judgment, and character.

About Erick J Arnett

Erick has an extensive background in retirement planning, financial planning, 401(k) analysis, portfolio management, tax planning, asset allocation, trust management, and wealth strategies

Erick is most proud of his military service and the values, ethics, and principles he learned as a soldier serving his country. He chose the name Take Point Wealth Management to honor fallen comrades and the soldiers and leaders still serving today.

Erick feels a sense of duty to help protect those around him. He and his team believe in helping clients pursue financial freedom by taking point and leading retirees into retirement.

Get His Book

If you’re like 90 percent of Americans, you’re looking forward to retirement to finally enjoy the fruits of your labors. However, have you stopped to think whether you’re well prepared for what lies ahead? Ask any retiree, and you’ll discover that retirement is full of unknowns, especially in a world of interest rate manipulation by central banks, high frequency trading on Wall Street, high sovereign and personal debt, and volatility in markets-to name just a few obstacles. This means that now is the best time to prepare for retirement. Why? There have never been more options for retirement planning and resources that can help you plan wisely. By learning and applying updated concepts and smarter saving techniques, you’ll be planning well for your retirement and be able to face it with added confidence.

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