Since the inception of Point Wealth Management, we have been guided by a simple set of values. These values are rooted in our personal and professional experiences, our team’s commitment to excellence, and the deep relationships we’ve had the opportunity to build with our clients.

‣SERVICE
Every client deserves unparalleled service. Our entire team is committed to getting in
the trenches with you in the way that we proactively communicate and execute your plan.

‣INTEGRITY
Being true to your word can feel like a lost art, especially in the financial services industry. But our team is committed to the highest level of integrity, always putting our clients first and sharing even the most uncomfortable truths with the utmost respect.

‣DISCIPLINE
Consistent, disciplined action leads to exceptional results. Our team believes in time-tested financial strategies, leadership principles, and operational procedures that help us accomplish your goals.

You don’t need another money manager or salesperson. You need a guide that understands you, understands your options, and can help you make wise decisions with your wealth.

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Point Wealth Management

Point Wealth Management's headquarters in Melville, United States

Sandra Cho

Lauren Lucas McNeill

This department provides personalized financial advisory services to clients, helping them manage and grow their wealth.

Wealth Management

This department is responsible for shaping the organization's vision, strategy, and overall direction.

Executive Leadership

This department manages and optimizes the processes related to investment activities and operational efficiency.

Point Wealth Management

Org chart

Teams

Wealth Management

Executive Leadership

Investment Operations

Offices

Point Wealth Management

Org chart

Teams

Wealth Management

Executive Leadership

Investment Operations

Offices

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