Pointwealth is a wealth management team focused on creating customized investment portfolios for each client’s unique situation. Our clients range from families of all walks of life to senior executives requiring complex financial solutions. We believe that every successful outcome begins with a plan, incorporates suitable strategies, and grows into an on-going dynamic relationship between advisor and client. Pointwealth is based out of 16130 Ventura Blvd, Suite #670 Encino, California, United States.
External link for Pointwealth Capital Management
16130 VENTURA BLVD
Suite 670
Encino, California 91436, US
Pointwealth Capital Management reposted this
Looking forward to speaking on the M&A panel at the Investment News RIA Activate conference in San Diego on November 12! Click on the link below to get more information and to register. https://lnkd.in/gJYiz_f6
Pointwealth Capital Management reposted this
Thank you Schwab Network for having me back on to talk about Applied Materials and the larger semiconductor industry. Had a great time discussing AMAT's upcoming earnings release with Nicole Petallides. The full segment is below. #pointwealthcm #schwabnetwork
Pointwealth Capital Management reposted this
Wondering how to optimize your investment portfolio if market volatility continues? Want to know where NVIDIA is headed? Watch the Pointwealth Capital Management interview on Yahoo Finance below. #pointwealthcm #yahoofinance #nvidia
Pointwealth Capital Management reposted this
July in Review Part 3: Positive economic data gives hope to a soft landing. Click here for the full video: https://lnkd.in/g45XEEZS #pointwealthcm #july #markets
Pointwealth Capital Management reposted this
July in Review Part 2: Bonds bounce as Fed rate cut seems likely. Click here for the full video: https://lnkd.in/g45XEEZS #pointwealthcm #july #markets
Pointwealth Capital Management reposted this
July in Review Part 1: The Magnificent Seven shows signs of weakness. Click here for the full video: https://lnkd.in/g45XEEZS #pointwealthcm #july #markets
Pointwealth Capital Management reposted this
LGBTQIA face unique financial and estate planning challenges. Find out the possible solutions that can set you up for a lifetime of success. Click here for the full webinar: https://lnkd.in/guz3VRYH #pointwealthcm #LGBTQIA
Pointwealth Capital Management reposted this
Reminder that Pointwealth Capital Management is hosting our quarterly webinar this morning at 10:30am. Please join us as we delve into the nuts and bolts of financial planning for the LGBTQIA community. Guests are welcome to join. Please feel free to forward this invite. Pointwealth Perspectives: LGBTQIA Financial Planning Considerations Tuesday, July 30th 10:30am PST Zoom link to join: https://lnkd.in/gSEyQq-S
Pointwealth Capital Management reposted this
Pointwealth Capital Management is proud to announce our upcoming quarterly webinar is on LGBTQIA Financial Planning Considerations. We all know the importance of having a comprehensive, sound financial plan. However, creating a financial plan is not the same for everyone. For the LGBTQIA community, this is especially true. Individuals in this community face unique challenges throughout their life, but thankfully with financial planning, there are resources and solutions to meet those needs. Please join us as we delve into the nuts and bolts of financial planning for the LGBTQIA community. Guests are welcome to join. Please feel free to pass along this invite. Pointwealth Perspectives: LGBTQIA Financial Planning Considerations Tuesday, July 30th 10:30am PST Zoom link: https://lnkd.in/gSEyQq-S Meeting ID: 876 5424 6793 Dial in by calling: 669 444 9171 then press # If you have any issues jumping on the Zoom, you can dial in by calling 669-444-9171, enter the meeting ID 876 5424 6793, and then press #. Otherwise, feel free to call our office for assistance at: (818) 392-3979.
Pointwealth Capital Management reposted this
UnitedHealth Group reported strong Q2 earnings, led by its healthcare unit. The company was able to right the ship following the large cyberattack it experienced back in February. I joined Nicole Petallides on Schwab Network to dig deeper into UnitedHealth's Q2 earnings report and to discuss trends in the larger healthcare industry. More importantly, see why the healthcare sector is the one to watch for 2024. #pointwealthcm #schwabnetwork #unitedhealth