Brenton Point Wealth Advisors is a partner-owned wealth management firm whose management has a rich history in capital markets research and investing, serving the financial needs of high-net-worth families and non-profit organizations.
Senior executives and Advisory team averaging over 25 years in experience
Employee owned, with no institutional mandates, allows our advisors to provide unbiased advice and focus on our clients’ goals
Providing clients with a transparent view of their investments and fees to clearly understand the total financial picture
We serve as our clients’ trusted advisor, holistically guiding their financial wellness.
We integrate comprehensive financial planning with our independent market research, developed over four decades under the leadership of Dr. Marty Zweig and Joe DiMenna, to define, develop, and deliver customized investment solutions.
Benefit from our process
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