Take Point Wealth Management

Fiduciary Financial Advisor & Wealth Management Firm 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.

Erick has an extensive background in retirement planning, financial planning, 401(k) analysis, portfolio management, tax planning, asset allocation, trust management, and wealth strategies

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.

Get His Book
If you’re like 90 percent of Americans, you’re looking forward to retirement to finally enjoy the fruits of your labors. However, have you stopped to think whether you’re well prepared for what lies ahead? Ask any retiree, and you’ll discover that retirement is full of unknowns, especially in a world of interest rate manipulation by central banks, high frequency trading on Wall Street, high sovereign and personal debt, and volatility in markets-to name just a few obstacles. This means that now is the best time to prepare for retirement. Why? There have never been more options for retirement planning and resources that can help you plan wisely. By learning and applying updated concepts and smarter saving techniques, you’ll be planning well for your retirement and be able to face it with added confidence.

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. Erick has an extensive background in retirement planning, financial planning, 401(k) analysis, portfolio management, tax planning, asset allocation, trust management, and wealth strategies. 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.

Fee based investment advising
Financial and retirement consulting
Wealth management
Wealth and retirement planning
Financial advise and planning
Tax Preparation