Pointer Wealth

Pointer Wealth We are a group of financial planners that are passionate about helping others reach financial independence.

We run a Wealth Management practice for Physicians, Business Owners, and Retirees using an integrated approach to stress-free financial planning. My practice partners with Physicians, Business Owners, and the Emerging Affluent to create and implement strategies and financial plans that integrate risk management, wealth management, tax-efficient strategies, estate planning, and retirement income di

stribution planning – all under one roof. I am also passionate about assisting families with special needs. I am experienced in special needs planning including navigating third-party benefits and the unique issues involved in planning for a dependent with special needs. Our Team:
Chloe Chawner | Operations | [email protected] | 214.525.1091
Kyle Nelson |Planning and Investments | [email protected] | 214.525.1030
Debra Davis |Insurance | [email protected] | 214.525.1036
Kayce May | Selection | [email protected] | 214.525.1056
Malerie Grady | Marketing | 214.256.3420

Young households are spending less and saving more. Read this article for ideas on how you can take control of your fina...
05/15/2026

Young households are spending less and saving more. Read this article for ideas on how you can take control of your finances, and then let’s connect so we can build a plan that’s tailored to your goals.

Young households are spending less and saving more. Discover how you can take control of your finances, even in uncertain times.

Learning the language of finance is the first step toward deeper understanding—and better conversations—about your money...
05/12/2026

Learning the language of finance is the first step toward deeper understanding—and better conversations—about your money.

Learn key terms for investing, estate planning, buying a home, and more.

I’d be happy to show you how a permanent life insurance policy could work for you and your family.
05/08/2026

I’d be happy to show you how a permanent life insurance policy could work for you and your family.

Permanent life insurance pays a death benefit no matter when you die and builds cash value as you pay premiums. Here’s how permanent life insurance policies work.

You’ve worked hard for your money and don’t want to spend more than required on taxes. Let’s discuss your tax-efficient ...
05/05/2026

You’ve worked hard for your money and don’t want to spend more than required on taxes. Let’s discuss your tax-efficient strategy when it comes to annuities—and all your financial tools.

The tax rules for retirement accounts can be complicated, so you might wonder whether annuities are taxable. Here’s a breakdown.

Are you on track with your 401(k) savings? Here are some things to think about for age 30, 40, 50, 60 and beyond.
05/01/2026

Are you on track with your 401(k) savings? Here are some things to think about for age 30, 40, 50, 60 and beyond.

See benchmarks for your 401(k) by age 30, 60 and beyond. Plan out your 401(k) contributions to reach your financial goals in retirement.

A Roth IRA is one way to grow money tax-free for retirement. I can help you figure out whether it’s a good fit for you. ...
04/28/2026

A Roth IRA is one way to grow money tax-free for retirement. I can help you figure out whether it’s a good fit for you. Just reach out and we’ll chat!

Your Roth IRA can grow in two ways: through your contributions and through the performance of your investments. See how a Roth IRA might fit into your financial plan.

Life insurance isn’t one-size-fits-all. Let’s talk about how your income, debt and family goals impact your coverage nee...
04/24/2026

Life insurance isn’t one-size-fits-all. Let’s talk about how your income, debt and family goals impact your coverage needs.

Not sure how much life insurance to carry? These practical guidelines can help you estimate coverage for yourself and your loved ones.

Northwestern Mutual’s general account delivered record results for policyowners in 2025.
04/21/2026

Northwestern Mutual’s general account delivered record results for policyowners in 2025.

Northwestern Mutual Chief Investment Officer Jeb Bentley shares his view on our record results in 2025.

Even though standard benchmarks provide a useful baseline, a realistic estimate of your retirement income must be custom...
04/17/2026

Even though standard benchmarks provide a useful baseline, a realistic estimate of your retirement income must be custom-fit to your specific goals and vision. Reach out if you’d like help calculating your retirement income.

There’s a lot that goes into figuring out how much you’ll need in retirement—and where it’ll come from.

Let’s help protect your future with long-term disability insurance. Don't let unexpected events derail your finances.
04/14/2026

Let’s help protect your future with long-term disability insurance. Don't let unexpected events derail your finances.

Learn what long-term disability insurance is—including what counts as a short-term vs. long-term disability, what is covered and how you can qualify for benefits.  

Address

5950 Berkshire Lane Ste 500
Dallas, TX
75225

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 4pm

Telephone

+12145251080

Website

https://www.northwesternmutual.com/financial/advisor/cole-caruthers/?intcmp=fws-contact&agent

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