Archer Pointe Wealth Management
Our Mission
To help you approach your financial goals on pointe, one step
at a time, & help you find balance in order to maximize your lifestyle.
What We Do
Provide comprehensive
financial planning & investment services on a fee-only basis. We pride
ourselves on working with you in a collaborative, supportive, “down to earth”
manner while utilizing prudent methodologies and state-of-the art tools.
Our Goal
To provide you with a financial plan that helps you achieve your short & long-term goals & helps protect you & your family against the "bad things" that can cause you economic harm. To provide you with an investment portfolio that will be based on your goals factoring in your risk capacity & tolerance, low cost, tax efficient, easy to understand, & designed to provide the appropriate return to help you balance your current needs with your future goals.
How We Are Different
We are Certified Financial Planning professionals (CFP®) & work with you in a collaborative team approach. Our fees are hourly, project, or retainer based - not on a percentage of assets under management like many other firms.