Point To Point Wealth Planning

What are you doing today to prepare for your goals for tomorrow? Let’s talk about what’s most important to you and how we can partner to prepare for your future goals.

Long-term care doesn’t just affect finances, it affects families. Without a plan, loved ones often face difficult decisions under stress. Preparing ahead of time can ease the emotional and financial burden for everyone involved. Reach out to discuss how planning today can help protect tomorrow.

The markets rallied today and experienced solid gains. provides their thoughts on today’s market upturn in After the Close.

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Educators and school staff, this one is for you!

After a year of early mornings, endless planning, and showing up for others every single day, you deserve a moment to relax, connect, and be celebrated.

Join us tomorrow Friday, June 12th at Piccolina Toscana in Wilmington for Cheers to Summer Break, an appreciation happy hour hosted by our advisor Chris Clarke.

Enjoy cocktails, light bites, great conversation, and a well-deserved toast to everything you do throughout the year.

You are welcome to bring a friend, fellow educator, or school staff member who deserves to be celebrated too.

Know a teacher, educator, or school staff member who would enjoy this? Please share this with them and invite them to join us.

Friday is almost here, and we would love to include you.

RSVP here: https://www.ameripriseadvisors.com/chris.clarke/lp/event/1/

Cheers to summer break. You earned it. 🥂

Needing long-term care isn’t rare, it’s likely. Life can change in ways we don’t always anticipate, and having a plan can bring clarity and confidence when it matters most. Planning ahead can help protect your finances and give you more control over how care happens. Message me if you’d like to start the conversation.

Stock markets can be unpredictable in the short term. See what has to say about today’s activity.

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Uncertainty is inevitable, but your financial approach doesn’t have to feel uncertain. Retirement strategies that emphasize both opportunity and resilience can help create a greater sense of stability over time. Planning ahead can make all the difference. Send me a message to explore your options.

Planning for retirement means preparing for both the expected and the unexpected. Approaches that support long‑term growth while helping manage uncertainty can make it easier to stay focused on your goals. A solid strategy today can help create more confidence for tomorrow. Message me if you’d like to start the conversation.

This Memorial Day, we remember those who gave their lives in service to our country.