Points Of Distinction that set us apart
Finding the right advisory team to serve as your trusted partner is essential for your financial independence and well-being. Here are the ways we stand out – and the reasons why you should give serious consideration to Turning Point Wealth Management.
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Partnering together as a mother-son team enables Marsha and Lee Werner to span generational and gender boundaries, helping them to have a greater perspective when guiding clients through all phases of life. It allows them to serve every generation with personal, first-hand experience. Together, they will work with you for generations of your own family.
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Marsha has nearly 40 years of financial industry experience and has helped her clients navigate a multitude of market conditions and economic environments over the past four decades. Her son, Lee, has benefited from her knowledge, while building his own experience over the past 10 years. Together, they also hold several professional credentials. Marsha is a Certified Financial Planner™ professional, while Lee is a Accredited Asset Management Specialist℠ and Wealth Management Specialist™. Senior Registered Client Associate Kim Tuzzolino adds her own 20 years of experience to the team’s impressive cumulative total.
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All investments are carefully selected by us after extensive due diligence, and portfolios are personalized to the goals, needs, timeline and risk tolerance of every client. Nothing is done in a cookie-cutter fashion. Because we are independent, we are not tied to any particular group of investment products or strategies. Our recommendations are based solely on our clients’ individual situations.
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We take care of everything for our clients, all while delivering attentive service, a well-structured wealth management plan and a thorough analysis of their overall financial picture. Our clients can count on us for any question or concern they have in their financial lives.
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Raymond James helps support our business in many important ways, including: providing access to leading investment research; surrounding our team with experts on a broad range of client oriented topics; offering operational and trading support to our team and clients; and enabling us to access advanced technologies.
As one of the largest independent financial services firms in America, Raymond James enables us to offer you access to the robust resources and sophisticated products of an international investment services firm while never compromising our ability to focus on what’s most important: putting your best interests first. It’s the best of both worlds.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.