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Insights

Niche Market Focus Point Wealth specializes in serving pre-retirees and retirees, presenting an opportunity to offer tailored financial products and services that cater specifically to this demographics unique needs.

Technology Adoption The company leverages modern digital tools such as WordPress, Google Analytics, and Mailchimp, indicating an openness to innovative solutions that can enhance client engagement and marketing effectiveness.

Growth Potential With revenue between 1M and 10M and a small team of 2-10 employees, there is significant room for expansion by introducing new financial planning services, technology integrations, or strategic partnerships.

Competitive Differentiation Operating independently and focusing solely on advisors like Jeremy Reif, Point Wealth can emphasize personalized service and specialized expertise to attract clients seeking tailored financial management.

Market Expansion Opportunities Targeting clients approaching retirement in the Wisconsin region provides an opportunity to expand locally while considering broader outreach strategies to compete with larger firms offering similar services.

Point Wealth, LLC Tech Stack

Point Wealth, LLC uses 8 technology products and services including WordPress, Open Graph, Mailchimp, and more. Explore Point Wealth, LLC's tech stack below.

  • WordPress
    Content Management System
  • Open Graph
    Content Management System
  • Mailchimp
    Email
  • Font Awesome
    Font Scripts
  • imagesLoaded
    Javascript Libraries
  • WP Engine
    Platform As A Service
  • Google Analytics
    Web Analytics
  • Gravity Forms
    Web Platform Extensions

Media & News

Point Wealth, LLC's Email Address Formats

Point Wealth, LLC uses at least 1 format(s):
Point Wealth, LLC Email FormatsExamplePercentage
FLast@pointwealthmanagement.comJDoe@pointwealthmanagement.com
50%
FLast@pointwealthmanagement.comJDoe@pointwealthmanagement.com
50%

Frequently Asked Questions

Where is Point Wealth, LLC's headquarters located?

Minus sign iconPlus sign iconPoint Wealth, LLC's main headquarters is located at 3319 Terrace Court Wausau, Wisconsin 54401 United States. The company has employees across 1 continents, including North America.

What is Point Wealth, LLC's phone number?

Minus sign iconPlus sign icon You can contact Point Wealth, LLC's main corporate office by phone at
+1-715-870-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Point Wealth, LLC's official website and social media links?

Minus sign iconPlus sign iconPoint Wealth, LLC's official website is pointwealthmanagement.com and has social profiles on LinkedIn.

What is Point Wealth, LLC's NAICS code?

Minus sign iconPlus sign iconPoint Wealth, LLC's NAICS code is 52 - Finance and Insurance.

How many employees does Point Wealth, LLC have currently?

Minus sign iconPlus sign iconAs of March 2026, Point Wealth, LLC has approximately 2 employees across 1 continents, including North America. Key team members include Author: J. R.Author: J. R.. Explore Point Wealth, LLC's employee directory with LeadIQ.

What industry does Point Wealth, LLC belong to?

Minus sign iconPlus sign iconPoint Wealth, LLC operates in the Financial Services industry.

What technology does Point Wealth, LLC use?

Minus sign iconPlus sign iconPoint Wealth, LLC's tech stack includes WordPressOpen GraphMailchimpFont AwesomeimagesLoadedWP EngineGoogle AnalyticsGravity Forms.

What is Point Wealth, LLC's email format?

Minus sign iconPlus sign iconPoint Wealth, LLC's email format typically follows the pattern of FLast@pointwealthmanagement.com. Find more Point Wealth, LLC email formats with LeadIQ.

Point Wealth, LLC

Financial ServicesWisconsin, United States2-10 Employees

Are you a pre-retiree or retiree?  Embrace financial independence and added retirement freedom with Point Wealth Management.

Point Wealth, LLC is an independent company. We are specifically founded on helping retirees or soon-to-be retirees with their financial independence. We embrace the latest technology in an effort to be efficient, which we feel is working smarter, not harder.

Disclosure: 

Industry regulations prohibit endorsements or testimonials for Point Wealth or any Investment Advisor Representative. Posts must refrain from recommending advisory services or providing testimonials for our firm, since they are strictly prohibited. Please understand that we are required to delete such posts, since this is a regulatory requirement. Advisory services are offered by Jeremy Reif an Investment Advisor in the State of WI.

Section iconCompany Overview

Headquarters
3319 Terrace Court Wausau, Wisconsin 54401 United States
Phone number
+1-715-870-****
Website
pointwealthmanagement.com
NAICS Code
52 - Finance and Insurance
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Point Wealth, LLC's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Point Wealth, LLC's revenue is estimated to be in the range of $1M$10M

Company Leadership

  • Stylized image of a person
    J. R.
    Author
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. R.
    Author
    Phone icon
    Mobile Phone

Employee Directory

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