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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Interactive Brokers · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-25-2021
- Office Locations
- 1
Office Locations
About Entrypoint Wealth Management
EntryPoint Wealth Management is a fee-only fiduciary advisor providing high-touch financial planning and investment management for individuals, families, and wealthy retirees nearing or in retirement. Focus areas include tax, insurance, legacy, and retirement income planning (including Social Security/Medicare and 1031 exchange considerations). Portfolios use tactical, trend-based allocations across stocks, bonds, and select alternatives such as real estate, gold, and private credit.
Team overview
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Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CHRISTOPHER R WARD
Chief Compliance Officer, Managing Member, Wealth Advisor
- CRD
- #4986642
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,532,760 | -- |
| Non-Discretionary | $0 | -- |
| Total | $21,532,760 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Other | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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