Business Owners & Executives

Strategic services can streamline your operation and increase profitability leading to more time, revenue, and satisfaction.

Retirement Plans

Knowing the right wealth advisors can make all the difference in the world in achieving the lifestyle you envision.  Let us help you discover, and plan what’s right for you.

Individuals & Families

We build and manage financial solutions tailored for your life, your dreams, and position you to control your destiny.  Wouldn’t you like to know that you’re all set?

Our Wealth Management Philosophy

Whether you are looking to protect and structure your individual or family holdings, or you simply want to make sure you are on the right path to financial flexibility and level of desired income stream in retirement, we can walk you through the process and see that your plans meet your goals.

Take a moment to discuss your individual, family, and business options with your Point Sur Wealth Management™ advisor.  Once we identify your current financial dynamics, we can design options for your consideration and talk timeline for implementation.  Wealth creation and management is our passion.


It’s your money, make it work for you.™

Next Steps…

Call our office today.  We’re available to answer your questions and help you get on the path to your life’s next great adventure.
Contact us today!

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Point Sur Wealth Management, Inc. is not affiliated with Kestra IS or Kestra AS.