About Central Point
David Wassmuth
Central Point Wealth Management is a fee-only, fiduciary who will act in your best interest. We will work with you to build a comprehensive financial plan that reduces stress and helps you to achieve your goals.
Our Values
Trust
Transparency
Transparency
Transparency
Transparency
Transparency
Teamwork
Transparency
Teamwork
Our Services
Financial Planning
Portfolio Management
Portfolio Management
A detailed and dynamic strategy to help you reach your short and long-term goals that includes cash flow management, debt reduction and advice on saving for college, taxes, insurance, and estate planning.
Portfolio Management
Portfolio Management
Portfolio Management
A custom portfolio of investments with low expenses and an asset allocation aligned with your goals, objectives, risk tolerance, and time horizon.
Retirement Planning
Portfolio Management
Retirement Planning
An in-depth conversation about what retirement means to you and then ensuring your decisions and investments can support your path to financial independence.