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Still Point Wealth Management, Llc


Still Point Wealth Management, Llc is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
 
Still Point is independent and has no proprietary products. They serve their client families, first and foremost. They recommend what's right for client families, not what will only benefit their company.Still Point Wealth Management is able to provide independent and unbiased access to the entire universe of traditional financial services, including: Self Directed IRA, 401K, Treasuries, Bonds, Equities, Mutual Funds, SEP Accounts, and 529 Plan Accounts. As a Still Point Wealth Management client, you or your family can take advantage of a full array of investment advisory services. The foundation of their working relationship, designed to address your specific financial goals and needs.

For entrepreneurial clients, this may involve monetizing a family business to allow for retirement, or the injection of capital to fuel faster business growth, or both. They can provide access to or help arrange for investment opportunities that are not available to the public. They can also review and advise on private equity opportunities that you are considering as part of your investment strategy. Still Point offers a complete and highly competitive benefits package including: stock options, health care insurance, dental insurance, disability and life insurance, paid time off, a supportive work environment. 
                                                          
Still Point provides a creative, collaborative work environment in which everything revolves around providing the best solutions for their customers. The company's goal is to have steady growth through working closely with their customers to help them succeed.
 
 
 

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