Relationships & Results

Point Sur Wealth Management (PSWM) was founded in 2016 to provide individuals, families, professional organizations, and businesses with high touch customized financial advice and planning delivered with personalized, responsive service.

Over three decades of experience in financial services, retirement plan design, insurance, and investments have formed our team.  We enjoy creating solutions and designing strategies for our clients to help them build and keep wealth that will help fund their goals.  We pride ourselves on being accessible to our clients.

Meet the Team

We believe that every client deserves our respect, dedication, and attention to detail.  We focus on your needs and deliver exemplary customer service, because that’s who we are.  Discover how quality of character matched with financial expertise is the powerful combination you want on your side.

Erika Bylund, CFP®, CRPS®

Co-Founder & Financial Advisor

Clyde Ford, MBA, CEBS, AIFA®

Co-Founder & Financial Advisor

Bradley Low, CPA

Chief Financial Officer

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!