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When will you reach your next Turning Pointe?

About Turning Pointe Wealth Management

Every stage of life leads to a Turning Pointe, what’s yours?

Turning Road

In 2011, after more than 15 years as a financial service advisor, I reached my Turning Pointe.  It had become clear to me that the best way to provide unbiased solutions to my clients was to do it from a platform that would always put their needs first.

So, I developed the Turning Pointe Method, which provides individually tailored advice to each of our clients.  Using my method, we start each client relationship with a different kind of conversation: one that is based on solving the most critical and important issues in our clients lives, working towards the next Turning Pointe.

Do you have a business dream that you would like to to pursue?

My mission is to truly integrate our clients’ goals and plans with their financial lives. What are your goals and plans?  If you don’t know that you are on optimal path to attain your goals, contact me today to get started.

Investment Advisory Services Offered Through CUE Financial Group, Inc. a SEC Registered Investment Advisor.  Securities Offered Through Foothill Securities Inc., Member FINRA & SIPC.  Foothill Securities, CUE Financial and Turning Pointe Wealth Management are not affiliated.

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