Business Details
25 Years
experience
Your Trusted Partner for Fee-Based Financial Planning and Wealth Management
Pointer Creek Wealth Management is an independent CFP Practitioner firm dedicated to providing fee-based financial planning and fiduciary wealth management services to high-net-worth individuals. Founded on the principle of placing client interests first, we specialize in crafting personalized financial strategies grounded in academic research rather than market speculation. Our team of certified professionals delivers transparent guidance across wealth management, estate planning, and risk management, prioritizing ethical standards and long-term client relationships.With a commitment to remaining a small, specialized firm, we focus on quality over quantity, ensuring each client receives individualized attention and solutions tailored to their unique financial goals.
Services
Fee-Based Financial Planning
Fiduciary Wealth Management
Estate Planning
Risk Management
Investment Portfolio Management
Corporate Retirement Plans
Tax Planning
Charitable Planning
Business Succession Planning
Employee Benefit Programs
Details
- Year established: 2001
Highlights and features
- We are a CFP Practitioner firm with a fiduciary duty to prioritize client interests.
- Our team avoids proprietary products and quotas, ensuring unbiased financial strategies.
- We specialize in low-fee wealth management built on academic research, not market trends.
- Our small firm structure guarantees personalized service and direct client relationships.
- We implement estate and tax planning solutions tailored to individual client needs.
Associations and certifications
- CFP Practitioner
Services
Fee-Based Financial Planning
Our fee-based financial planning provides comprehensive strategies tailored to high-net-worth individuals. We focus on long-term goals through personalized investment portfolios, tax optimization, and risk management. Clients benefit from transparent fee structures and research-driven decision-making aligned with their unique financial objectives.
Estate Planning
Estate planning services ensure your assets are distributed according to your wishes while minimizing legal complications. We create customized wills, trusts, and power of attorney documents to safeguard your legacy. Our approach combines legal precision with personalized guidance for family and financial security.
Fiduciary Wealth Management
Fiduciary wealth management involves discretionary selection and monitoring of investment portfolios. We utilize ETFs, mutual funds, and private placements to build diversified strategies. Clients receive ongoing portfolio adjustments and performance reviews to maintain alignment with financial goals.
Corporate Retirement Plans
We design and implement corporate retirement plans including 401(k)s and defined benefit programs. Our services cover plan selection, compliance, and employee education. Businesses gain tailored solutions that support workforce financial wellness while meeting regulatory requirements.
Tax Planning
Tax planning services focus on minimizing liabilities through strategic investment and estate planning. We analyze income, capital gains, and estate taxes to develop efficient solutions. Clients receive proactive recommendations to enhance after-tax returns and financial efficiency.
People
Bryan Renner
CFP
Bryan Renner, a Certified Financial Planner, leads with expertise in fiduciary financial planning. He focuses on personalized wealth management strategies and estate planning, ensuring client goals are prioritized through research-driven solutions.
Lexi Tancabel
Director of Operations
Lexi Tancabel oversees daily operations, ensuring efficient service delivery. Her leadership maintains the firm's commitment to ethical standards and client-focused financial solutions through streamlined administrative and operational processes.
Alison Renner
Client Services
Alison Renner manages client relationships with a focus on personalized support. She ensures clear communication and timely execution of financial strategies, maintaining the firm's dedication to client satisfaction and service excellence.
Questions
What services does Pointer Creek Wealth Management offer?
We provide fee-based financial planning, fiduciary wealth management, estate planning, tax optimization, and corporate retirement plan services tailored to high-net-worth individuals and businesses.
Are you legally required to act in my best interest?
Yes, as a CFP® Practitioner firm, we operate under fiduciary standards, legally obligated to prioritize client interests in all financial recommendations and services.
How do you approach investment management?
We use research-driven strategies with diversified portfolios including ETFs, mutual funds, and private placements. Our discretionary management focuses on long-term growth and risk mitigation aligned with client goals.
Can you help with business financial planning?
Yes, we offer corporate retirement plans, employee benefit programs, and business succession planning to help organizations optimize financial strategies and employee financial wellness.
What makes Pointer Creek different from other firms?
We maintain a small, specialized structure with no proprietary products or sales quotas. Our CFP® team prioritizes personalized service, ethical standards, and research-based financial strategies for lasting client relationships.
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