Financial planning and investment strategies for navigating all of life’s inflection points
Private Wealth Management
Inflection strives to bring meaning and purpose to our advice-based relationships by providing personalized, efficient, highly-proactive support. We aim to provide our clients with thoughtful service, the result of which are decisions that lead toward financial security, confidence with a sense of freedom. Ultimately, we endeavor to have a healthier and happier affect for those we are fortunate enough to serve, as well as the community in which we serve.
FINANCIAL
PLANNING
Financial Services
Personal, 1-on-1 proactive financial advice with accountability.
Financial Literacy
Improve your finances with actionable, research based strategies.
CERTIFIED FINANCIAL PLANNER™ Professional
Maximize opportunities and minimize risk with our world-class financial services.
INVESTMENT
ADVISORY
SERVICES
Investment Account
Discuss and review investment strategies to reach your investment goals.
Investing Money
Learn the importance of asset allocation and discern risk profile to make informed investment decisions.
Investing Fundamentals
Strategic investing means selecting what works best for your goals.
RETIREMENT
PLANNING
Retirement Income Strategies
Work with confidence and trust in partnership with our team to determine your next income sources.
Understanding Retirement Goals
Let’s think together on what the most important time in your life will look like.
Needs Analysis
Determine what your needs will be for the next stage of independence.
ACCOUNT
MANAGER
High Yield Savings Account
Apply capital preservation to your net worth.
Retirement Planning
Learn and prepare for financial independence.
Life Insurance
Include security in your long-term wealth strategy.
It is our goal to deliver value in meaningful relationships throughout all of life’s inflection points.
It is our goal to deliver value in meaningful relationships throughout all of life’s inflection points.
What does that mean? It means we value our relationship with you, above all else. At Inflection Wealth Management, we will work with you to:
- Help bring order to your financial life
- Help you follow through on financial commitments
- Bring insight to help make practical decisions on
emotionally-charged issues - Anticipate your life transitions and be financially prepared for them
- Explore the specific knowledge you need to succeed in your
unique situation - Help you achieve your best life possible
Our Values
MEANINGFUL WORK
We believe in working to improve the lives of others, to make a positive difference beyond the bottom line.
SERVICE
We make it a priority to serve others with quality and value.
INTEGRITY
We walk the talk when it comes to doing what’s right.
COMPETENCE
We are professionals, with years of experience. We are always learning and seeking to grow.
RELATIONSHIPS
We understand the power of personal connection, and
the value of trust.
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