Erick is very knowledgeable, professional and nice. He takes the time to explain things to me so I understand. He took the time to listen and learn what I wanted and has helped me get there. I would HIGHLY recommend Take Point Wealth Management.
February 2023
Take Point Wealth Management is a huge benefit to me, as I know my investments are being handled by the best and most knowledgeable fiduciary services, to make sure my money works for me.
February 2023
Excellent communication and takes actions promptly. Offers a variety of investment opportunities and balanced approach to investing. Erick is knowledgeable and aware of market conditions and trends.
At Take Point Wealth Management, our mission is to simplify investing and give thoughtful, intelligent advice to people who want added financial peace. We do this by always striving to deliver the best possible investment counsel and the most exceptional personal service. Erick has an extensive background in retirement planning, financial planning, 401(k) analysis, portfolio management, tax planning, asset allocation, trust management, and wealth strategies. Erick is most proud of his military service and the values, ethics, and principles he learned as a soldier serving his country. He chose the name Take Point Wealth Management to honor fallen comrades and the soldiers and leaders still serving today.
