Broker Check

Investment & Risk Management Planning

Invested in Understanding.

Turning Point Advisors work with individuals who prefer to have coordinated help with their investment strategies.  Our investment options include institutional, tax-sensitive investment portfolios that are provided on a non-commission basis.  

We also work with a trust company to provide greater security, cost control, transparency, tax efficiency, and reduction of unpredictable or unnecessary transaction fees and brokerage charges.  We apply fiduciary standards to managing assets and delivering services to our clients - doing for others what we would want for ourselves.