About Take Point Wealth Management
Leading You Every Step Of The Way
For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.
That’s where our firm comes in.
Whether you have significant assets to manage—or if you are just starting to accumulate wealth—we have the tools and background to provide the services that may fit your needs.
Our goal is to provide you with guidance that can help you understand and better define your financial goals. We work hard to create a mutually beneficial and respected long-term relationship with our clients and their families.
As members of the community for several years, we take pride in knowing that we have helped many people pursue the type of financial future they dreamed about.
For more information about our firm and our services, please call. We would enjoy learning more about your goals and dreams.
About Erick J Arnett
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.
About Randy Woodruff
Randy serves as a board member for Chapters Health Systems, Brooksville Housing Authority, HPH Hospice and Foundation, Greater Hernando County Chamber of Commerce, HCA-Oak Hill Hospital, Hernando Builders Association, Hernando Progress, Capital City Bank, and has supported countless political candidates at the local, state and national levels over the last twenty years in fundraising efforts and as campaign treasurer.