Take Point Wealth Management is a trusted financial advisory firm in Spring Hill, established in 2010 by Erick Arnett. We offer personalized services including retirement planning, portfolio management, and tax consulting, focusing on optimizing financial outcomes. Our experienced team is dedicated to empowering clients with clear communication and local insights. We engage with our community and provide valuable online resources through our blog. With an emphasis on client feedback and continuous improvement, we aim to enhance your financial journey with professionalism and a personal touch. Let us help you achieve your financial goals today.
Mark DiOrio works for Brookstone Capital Management as the Chief Investment Officer. In his role, he leads the firm’s investment committee and drives the firm’s investment policy, framework, and portfolio construction methodology. He oversees the portfolio strategy group that provides recommendations on strategic and tactical portfolio design. Mark directs research on external managers and develops internal strategies. He produces and presents content for advisor training, a weekly Market Watch update, and the firm’s quarterly market reports. Prior to joining Brookstone, he was responsible for launching and managing a boutique investment subsidiary of a publicly traded regional bank holding company. While there, Mark ran a global tactical asset allocation strategy and accumulated an 8 year GIPS® compliant track record. Mark has nearly 20 years of investment industry experience, including 10 years of multi-asset class portfolio management. He has been featured in Investor’s Business Daily and quoted in the Wall Street Journal. Mark received his MBA from Benedictine University, his BA from Eastern Illinois University and is a Chartered Financial Analyst (CFA). Mark is a member of the CFA Institute and CFA Society of Chicago.
Tracy MacLean is a Client Service Manager at Take Point Wealth in Spring Hill, Florida.
In addition, Tracy is also the owner of FLCRAC (Florida Community Resource Action Center). Tracy formed this consulting and administrative support business in 2023 to assist small businesses and nonprofits. One of Tracy’s passions is financial literacy. Tracy provides financial literacy to small businesses and individuals to help her community become financially stable.
Tracy spent 10 years in the Community Development Department within the Banking industry, working for Both PNC and Truist banks. Tracy has extensive knowledge of the Community Reinvestment Act (CRA) and continues to provide connections and support to nonprofits. Tracy holds an FL-Life, Health, and Variable Annuity Insurance license.
Tracy has participated on many boards throughout the West Florida footprint and continues to participate in local community activities.
Josh is the newest addition at Take Point as a Service Advisor that specializes in Medicare, life insurance, annuities, and estate planning. He recently graduated from the University of South Florida with a Business Marketing degree in 2022. He is very excited to aid and be of service to existing and potential clients here at Take Point Wealth Management.
Since graduating with his bachelor’s degree, he went on to work for Enterprise Holdings for a year earning #1 in sales amongst all Tampa Bay area employees for two of the months he worked there. Joshua was top 10 consistently in the Tampa Bay area on the sales matrix earning top sales in insurance protections. Josh is also a Marketing and Management Assistant for his family owned company Vance Systems LLC. He assists in updating the company’s current promotional and advertising strategies and works on recruiting and interviewing potential employees.
Jacob is a licensed financial advisor and insurance broker leading the Atlanta branch office. He has extensive experience in financial planning, retirement planning, insurance solutions, and more. Jacob is passionate about helping his clients reach their specific goals.
Before joining the Take Point team, Jacob was a Financial Planner at Henssler Financial, a Registered Investment Advisory firm in Kennesaw, GA with $3 billion under management. Jacob was directly responsible for meeting with new and existing clients, creating financial plans, and actively trading accounts.
Jacob was a professional golfer prior to entering the finance industry. He competed on various tours across the U.S., tallying up multiple wins and top finishes. He was a 3-time All American and 2-time Academic All American at Oglethorpe University, where he graduated with a B.S. in Economics. He currently resides in the Atlanta, GA area with his wife, Hailey.
Erick and his team are experienced independent investment and tax advisors who have been helping individuals, families, and business owners for over 20 years. They work to help clients pursue their financial goals and work toward financial freedom.
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.
Erick has an extensive background in retirement planning, financial planning, 401(k) analysis, portfolio management, tax planning, asset allocation, trust management, and wealth strategies.
Kathy
My husband and I attended a free “Learning about Retirement” seminar hosted by Erick Arnette. We learned so much just from this one event. In the months following, I began listening to Erick’s podcasts and felt comfortable with this company’s approach to wealth management. Erick and Jacob have taken the time to get to know and understand our retirement needs through zoom meetings. They have explained their approach and we are on board. Even though we are not millionaires, they are helping us get to and through retirement!Kathy
FL Lady
Erick is very knowledgeable, professional and nice. He takes the time to explain things to me so I understand. He took the time to listen and learn what I wanted and has helped me get there. I would HIGHLY recommend Take Point Wealth Management.
Mr. K
I went to Erick as I was retiring and needed to set up a strategy to maintain income, but also steadily grow my assets. We worked together, looked at all the options, and settled on something that fits perfectly, but still leaves me with financial flexibility. He really listened to my needs. Tracy sets up my appointments, communicates anything of importance immediately. All in all, a very positive experience.
This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Erick Arnett Advisor, Take Point Wealth Management, and their affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.
Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer, in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Take Point Wealth Management.
Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist. Please refer to our firm brochure, the ADV 2A item 4, for additional information.
Numbers and statistics shown on page are representative only and are subject to change without notice. All figures should be checked for accuracy if it is a deciding factor in your decision to work with any financial advisor.
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