Live in the Moment…Plan for the Future!
At LifePoint Wealth Management, Inc. we recognize that every client is different. Our Family Office processes are designed to take a comprehensive, objective look at your current financial situation and develop a plan based on solid investment principles, resulting in a strategy that is uniquely yours. Managing wealth requires strategies that go beyond mere performance.
Our Family Office team at LifePoint Wealth Management, Inc. uses a comprehensive, holistic, goals oriented approach to investing. Our approach seamlessly integrates many key financial disciplines including: Financial Planning, Investment Counseling, Estate and Trust Planning, Tax Planning, Risk Management and Asset Protection, Personal Wealth Management and Philanthropic Contributions.
We have heavily invested in cutting edge, forward thinking technology to enhance the services that our Family Office provides to our clients, their business, their family and their philanthropic wishes. Rod believes in utilizing state-of-the-art technology to streamline the efficiency of his office, his team of specialists and his clients. Definitely not your typical office, LifePoint Wealth Management, Inc. presents an atmosphere of luxury and comfort for every client to enjoy.
LifePoint Wealth Management, Inc. believes in a client-centric environment focused on taking as much time as we need to fully educate clients. With boutique firm intimacy we encourage close, ongoing contact with all our clients.
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
The Ivory Tower Changes Wall Street
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime
Four vacation destinations you might never have thought of.
Here’s a guide to explain all the parts of Medicare.
Earnings season can move markets. What is it and why is it important?
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
At what point can you call a personal vehicle commercial?
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
Investors seeking world investments can choose between global and international funds. What's the difference?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Are you ready for retirement? Here are five words you should consider.
Why are 401(k) plans, annuities, and IRAs so popular?
If you died, what would happen to your email archives, social profiles and online accounts?
Taking your Social Security benefits at the right time may help maximize your benefit.