EntryPoint Wealth Management

EntryPoint Wealth Management EntryPoint Wealth Management focuses on helping client achieve more with their finances. We consult

Graduation season is here, and we wanted to take a moment to celebrate the graduates in our network!Whether your graduat...
05/27/2026

Graduation season is here, and we wanted to take a moment to celebrate the graduates in our network!

Whether your graduate is completing Pre-K or their MBA, we want to extend heartfelt congratulations on this milestone.

Here’s to new beginnings, exciting opportunities, and all the big moments that lie ahead🎉

05/26/2026

Consumers are battling high inflation, rising interest rates, and economic pressures. Yet, Wall Street shows incredible momentum. Can growth persist through these challenges? This week's outlook is complex.

You are looking live at the Exchange!! I am excited to be on the Schwab Network this morning at 9:30 AM. Keep moving for...
05/26/2026

You are looking live at the Exchange!! I am excited to be on the Schwab Network this morning at 9:30 AM.

Keep moving forward!!

In honor of Memorial Day, we invite you to join us in taking time to remember and honor the brave men and women who made...
05/25/2026

In honor of Memorial Day, we invite you to join us in taking time to remember and honor the brave men and women who made the ultimate sacrifice to protect our country and preserve our freedom.

Please note that our office will be closed on Monday, May 25th, in observance of Memorial Day. We will resume normal business hours on Tuesday, May 26th, and will respond to any messages received during the closure as promptly as possible.

Wishing you a respectful and meaningful Memorial Day.

05/20/2026

May is here, bringing fresh possibilities and a reminder that great things rarely come from staying comfortable. In business and in life, the willingness to take chances separates those who grow from those who stay stuck.

This month's quote speaks to the heart of entrepreneurship and innovation: It's not about never failing, but it's about never letting fear keep you from trying. The most successful people aren't those who never stumble; they're the ones who keep moving forward anyway.

As May unfolds, we want to hear from you: What's one opportunity you're going to say "yes" to this month? Share in the comments below!

This month, we’re putting your financial know-how to the test. How well do you understand investing concepts and calcula...
05/14/2026

This month, we’re putting your financial know-how to the test. How well do you understand investing concepts and calculating personal wealth? Swipe through this quiz to test your knowledge. You might even be surprised by what you learn!

If you have any specific questions or concerns about your financial picture, don’t hesitate to reach out. We’re here to be a resource for you.

The newly finalized IRS regulations bring significant changes, including a higher age threshold for Required Minimum Dis...
05/12/2026

The newly finalized IRS regulations bring significant changes, including a higher age threshold for Required Minimum Distributions (RMDs) and reduced penalties for missed RMDs.

There are also important updates regarding annuities, inherited IRAs, and Roth accounts that could provide more flexibility and clarity. Swipe for details ↩️

Curious about how these changes might affect your strategy? Reach out to our team today to discuss how you can navigate these updates effectively. We’re here to help you make informed decisions for your financial future!

Our team wants to wish a very Happy Mother’s Day to all of the moms, grandmothers, and other maternal figures out there....
05/10/2026

Our team wants to wish a very Happy Mother’s Day to all of the moms, grandmothers, and other maternal figures out there.

From the late nights of the newborn stage to the late nights waiting up for teens, we owe moms a debt of gratitude — and sleep!

So whether you’re a mother yourself, you’re celebrating your mom, honoring your partner, or recognizing another maternal figure in your life, we hope this day is full of appreciation.

Tax season is a prime time for scammers trying to take advantage of taxpayers. Staying vigilant and protecting your fina...
03/25/2026

Tax season is a prime time for scammers trying to take advantage of taxpayers. Staying vigilant and protecting your financial details can help guard you against fraud.

Swipe for five common types of scams. And remember to double-check the legitimacy of anyone who contacts you. Don't give out personal details without verification, and be sure to report suspicious activity to the IRS.

03/19/2026

Chris got a chance to join Alex Coffee on Schwab Network yesterday talking about The Fed, US-Iran Market implications, and the direction of the market!

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