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.

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.


It is our job to enable you to make informed financial decisions using the full complement of resources at our disposal.
Marsha Werner, CFP®; Vice President, Investments