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Monday 8:30am - 5:30pm Tuesday 8:30am - 5:30pm Wednesday 8:30am - 5:30pm Thursday 8:30am - 5:30pm Friday 8:30am - 4pm

Point Wealth Management

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Point Wealth Management

Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Point Wealth Management, Finance, 400 Broadhollow Road, Suite 200, Melville, NY.

05/27/2026

At this year’s 2026 Wealth Management Symposium, Rob Kilroy, CEO of Point Wealth Management, and Brandon O’Dell, Partner at The Ensemble Practice, led an important conversation on the future of advisor career paths.

Together, they led a session on “Pathways to Partnership”, exploring the evolving career landscape for financial advisors and what it takes to build sustainable, growth-oriented practices.

Over the past 1.5 years, our collaboration with The Ensemble Practice has been instrumental in shaping how we think about scaling our business and developing advisor talent. During the session, Rob and Brandon highlighted:

• Strategies for scaling advisory businesses to create operational capacity
• How growth unlocks new opportunities for advisor advancement and leadership
• The importance of intentional pathways that support long-term career development

We’re grateful for the opportunity to contribute to these important conversations and collaborate with industry leaders who share our vision for the future of wealth management.

05/25/2026

Today, we pause to honor and remember those who gave their lives in service to our country. Their legacy lives on through our gratitude. Wishing everyone a meaningful Memorial Day.

05/20/2026

Join us in congratulating Elayna Hines on her 2-year anniversary with Point Wealth Management. Elayna consistently goes above and beyond to support our clients with professionalism, care, and dedication—we’re grateful for all she does and proud to have her as such a valuable part of our team.

05/14/2026

We’re pleased to welcome Erin Davidson, CFP®, back to Point Wealth Management as a Private Wealth Advisor.

Many will recognize Erin from her earlier tenure with our firm. Since that time, she has continued to deepen her expertise and broaden her perspective across the wealth management landscape. Her return marks an important next chapter in her professional journey and reinforces our shared commitment to delivering the highest level of client service.

Erin brings more than two decades of experience and approaches wealth management holistically, thoughtfully integrating investment strategy with banking, lending, and estate planning—always with a clear focus on what matters most to her clients. She is known for her ability to simplify complex decisions, foster trusted, long‑term relationships, and guide families in preparing the next generation for financial responsibility.

A Georgetown University graduate, Erin is a Certified Financial Planner™ professional, a former four time All American lacrosse player and Tewaaraton Award recipient—an achievement that reflects the same discipline, leadership, and teamwork she brings to her work today.

Please join us in welcoming Erin back to Point Wealth Management. We’re excited for what’s ahead.

05/13/2026

The Point Wealth Management team recently had the unique privilege of engaging with senior investment leadership at Northwestern Mutual Wealth Management Company—Brent G. Schutte, CFA, Chief Investment Officer; Matthew P. Stucky, CFA, Vice President & Chief Portfolio Manager, Equities; and David R. Humphreys, CFA, RICP®, Assistant Director – Advisory Investments. Pictured here are Point Wealth Management advisors Rob and Maureen with CIO Brent Schutte.

This exclusive exchange delivered sophisticated insight into the current economic environment and reaffirmed the critical role of disciplined diversification within long-term portfolio construction. Dialogue at this level—directly with those influencing investment strategy at a national scale—is both rare and invaluable.

Importantly, the access our team maintains to these thought leaders and institutional-caliber resources is a defining advantage. It strengthens the precision of our perspective, enhances the rigor of our decision-making, and ultimately sharpens the competitive edge we bring to the individuals and families we advise.

05/11/2026

Please join us in wishing Rob a very happy birthday. We hope the year ahead is filled with happiness and lasting memories!

05/10/2026

Celebrating all the amazing mothers in our community—today and always. Happy Mother's Day 💐

05/04/2026

This Saturday, May 9

We are supporting the Stamp Out Hunger Food Drive benefiting Island Harvest Food Bank and encourage you to participate from home.

One in thirteen Long Islanders faces food insecurity. Even a small contribution—such as adding one or two items to your regular grocery shopping—can make a meaningful impact.

Please place non‑perishable food items by your mailbox by 9:00 a.m. on Saturday, May 9. Your letter carrier will collect them on behalf of Island Harvest.

Suggested donations: canned goods, pasta, rice, nut butters, toiletries, and household essentials.
If you have any questions about how to participate, please reach out to our team—we’re happy to help.

Together, we can help restock pantry shelves across Long Island and support our community.

Learn more at www.islandharvest.org

04/29/2026

Wishing a very happy birthday to our Client Service Specialist, DJ! Wishing her a beautiful and bright year ahead.

04/17/2026

Join us in wishing Rekha a very happy birthday! Her years of service and vast experience make our team stronger every day.

Address

400 Broadhollow Road, Suite 200
Melville, NY
11747

Opening Hours

Monday	8:30am - 5:30pm
Tuesday	8:30am - 5:30pm
Wednesday	8:30am - 5:30pm
Thursday	8:30am - 5:30pm
Friday	8:30am - 4pm

Telephone

+16315922017

Website

http://www.pointwealth.com/

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