Fiduciary Financial Advisor & Wealth Management Firm Advising the Adventure Coast of Florida

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Welcome to Take Point Wealth Management

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.

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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.

 

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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.

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.

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