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Our Mission

At LifePoint Wealth Management, Inc., our family office works as your Personal CFO; we are committed towards building, managing and preserving the wealth of our clients. We believe that personalized service is essential when matching clients with robust financial products and services.

Our relationship-driven approach provides comprehensive, concierge service to create a financial blueprint tailored specifically for you. Individual portfolios are based on your unique situation, your attitudes, preferences and goals.

We believe that the key to a strong relationship is understanding. That is why we work to help educate you about finance, so that we can best understand each other. 

By becoming your partner in fostering the future you desire, we actively assist in pursuing your dreams and aspirations and help work towards protecting your family and solidifying your legacy.

Our team at LifePoint Wealth Management, Inc. is committed to the goal of providing a high level of service, integrity and professionalism to enhance our client's total quality of life.

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If you're like 93% of Americans, you're looking forward to retirement. But are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."