One financial team
to pursue a lifetime of clarity
We handle your finances so you can spend time enjoying life
People wanting a dedicated team to help manage their finances
Building wealth for life
Saving, allocation, and a clear answer to whether there is enough. Most arrive wanting a real plan before they make any moves.
Retirees distributing assets
A monthly paycheck out of the right accounts in the right order, built around the life you want to live in retirement, and social security analysis to help you decide when to start.
Going through a life event
Divorced, widowed, job change, business sale, inheritance. A steady partner as you make decisions for yourself and the people you love.
Adult children of clients
Twenties and thirties. No account minimums. 529s, first-job 401(k)s, and the pressing questions of those decades.
We help with anything your wealth touches
Our practice can trace its roots for three decades
Five areas of focus
Investment Management
Diversified portfolios built to hold, not trade. Active and index positions in roughly equal measure, with attention to taxes.
Retirement Planning
Pre-retirement saving and projection. In retirement, monthly income structured to help limit your tax bill.
Tax Planning Strategy
Savings spread across taxable, traditional, and Roth accounts. In lower-income years, we do Roth conversions to help reduce long-term taxes.
Legacy and Estate
Making sure the right people receive your assets, structured across trusts, IRAs, and Roth accounts. When a client passes, we handle the estate work.
Family and Next Generation
Adult children of clients, in their 20s and 30s, served without account minimums. 529s, first-job 401(k)s, mortgage decisions.
Neither Three Points Wealth Planners nor &Partners renders legal or tax advice. Please consult your tax or legal advisors before taking any action that may have tax consequences.
Family, retirement,
and legacy
That focus on family, retirement, and legacy shapes everything we do. We help you provide for the people who matter most, plan for a retirement you can enjoy with confidence, and build something meaningful to pass on. Whether you’re approaching a major transition or simply want a structured path forward, we take the time to understand what matters to you before we ever talk strategy.
