Lincoln Financial

At Turnpoint Wealth, we help individuals and families navigate life’s financial turning points with clarity and confidence. As independent fiduciary advisors, we provide comprehensive, goals-based financial planning tailored to your unique needs—whether you’re preparing for retirement, building wealth, or protecting your legacy. We take a holistic, client-first approach that blends smart investment strategies with proactive planning across every area of your financial life. Our team specializes in retirement income planning, tax-efficient withdrawal strategies, investment management, estate planning and risk management. Through honest advice and personalized service, we guide you in making confident, informed financial decisions that align

Specialized solutions for: Retirement planning, women business owners, multi-generational succession planning, concentrated stock options, divorce, and dependents with special needs, among others. Deep experience working with: C-suite professionals, engineers, technology leaders, entrepreneurs, physicians, and many other professions. We're proud that nearly half of our client-facing team firm-wide are women.

Specialized solutions for: Retirement planning, women business owners, multi-generational succession planning, concentrated stock options, divorce, and dependents with special needs, among others. Deep experience working with: C-suite professionals, engineers, technology leaders, entrepreneurs, physicians, and many other professions. We're proud that nearly half of our client-facing team firm-wide are women.