Helping You Navigate a Steady Financial Path
Helping You Navigate a Steady Financial Path
We help individuals, families, and businesses make confident financial decisions through clarity, strategy, and partnership.
We help individuals, families, and businesses make confident financial decisions through clarity, strategy, and partnership.
We look beneath
the surface…
We look beneath
the surface…
We look beyond the surface
Your wealth story is more than numbers. It’s about purpose, security, and the life you want to live. At Pointcrest, we take a panoramic view of your finances to reveal hidden opportunities and guide you with precision.
Transparent advice, forward-thinking strategy, and personalized care. You get the focus of a boutique firm with the depth of institutional expertise.
Your wealth story is more than numbers. It’s about purpose, security, and the life you want to live. At Pointcrest, we take a panoramic view of your finances to reveal hidden opportunities and guide you with precision.
Transparent advice, forward-thinking strategy, and personalized care. You get the focus of a boutique firm with the depth of institutional expertise.
As Featured In
Our Firm at a Glance
Our Firm at a Glance
Our Firm at a Glance
Years
Combined Experience
Year Founded
+
Families Helped
Expertise Behind Your
Financial Future
Guided by experienced specialists dedicated to helping you make confident, informed financial decisions.
Estate & Legacy Planning
We guide you in transferring wealth smoothly while honoring your values and long-term intentions
Estate and trust coordination
Tax-efficient legacy planning
Charitable and family giving support
Financial Planning
We create a clear and structured plan that helps you make confident financial decisions at every stage of life.
Personalized financial roadmap
Cash flow and tax guidance
Regular plan reviews
Wealth Management
We manage your investments with a disciplined, transparent approach designed to protect and grow your wealth.
Custom portfolio strategy
Diversified asset allocation
Active monitoring and adjustments
Retirement Planning
We build a reliable income strategy so you can enjoy retirement with stability and confidence.
Income and withdrawal planning
Pension and social security optimization
Healthcare and longevity preparation
Investment Strategy
We design portfolios that reflect your goals, values, and approach to risk, backed by research and clarity.
Risk-based portfolio design
Research-driven investment choices
ESG and sustainable options
Business Owner Solutions
We help business owners align company
growth with long-term personal financial security.
Succession and exit planning
Executive compensation strategy
Business continuity review
Estate & Legacy Planning
We guide you in transferring wealth smoothly while honoring your values and long-term intentions
Estate and trust coordination
Tax-efficient legacy planning
Charitable and family giving support
Financial Planning
We create a clear and structured plan that helps you make confident financial decisions at every stage of life.
Personalized financial roadmap
Cash flow and tax guidance
Regular plan reviews
Estate & Legacy Planning
We guide you in transferring wealth smoothly while honoring your values and long-term intentions
Estate and trust coordination
Tax-efficient legacy planning
Charitable and family giving support
Financial Planning
We create a clear and structured plan that helps you make confident financial decisions at every stage of life.
Personalized financial roadmap
Cash flow and tax guidance
Regular plan reviews
Wealth Management
We manage your investments with a disciplined, transparent approach designed to protect and grow your wealth.
Custom portfolio strategy
Diversified asset allocation
Active monitoring and adjustments
Retirement Planning
We build a reliable income strategy so you can enjoy retirement with stability and confidence.
Income and withdrawal planning
Pension and social security optimization
Healthcare and longevity preparation
Investment Strategy
We design portfolios that reflect your goals, values, and approach to risk, backed by research and clarity.
Risk-based portfolio design
Research-driven investment choices
ESG and sustainable options
Business Owner Solutions
We help business owners align company
growth with long-term personal financial security.
Succession and exit planning
Executive compensation strategy
Business continuity review
Estate & Legacy Planning
We guide you in transferring wealth smoothly while honoring your values and long-term intentions
Estate and trust coordination
Tax-efficient legacy planning
Charitable and family giving support
Financial Planning
We create a clear and structured plan that helps you make confident financial decisions at every stage of life.
Personalized financial roadmap
Cash flow and tax guidance
Regular plan reviews
Estate & Legacy Planning
We guide you in transferring wealth smoothly while honoring your values and long-term intentions
Estate and trust coordination
Tax-efficient legacy planning
Charitable and family giving support
Financial Planning
We create a clear and structured plan that helps you make confident financial decisions at every stage of life.
Personalized financial roadmap
Cash flow and tax guidance
Regular plan reviews
Wealth Management
We manage your investments with a disciplined, transparent approach designed to protect and grow your wealth.
Custom portfolio strategy
Diversified asset allocation
Active monitoring and adjustments
Retirement Planning
We build a reliable income strategy so you can enjoy retirement with stability and confidence.
Income and withdrawal planning
Pension and social security optimization
Healthcare and longevity preparation
Investment Strategy
We design portfolios that reflect your goals, values, and approach to risk, backed by research and clarity.
Risk-based portfolio design
Research-driven investment choices
ESG and sustainable options
Business Owner Solutions
We help business owners align company
growth with long-term personal financial security.
Succession and exit planning
Executive compensation strategy
Business continuity review
Estate & Legacy Planning
We guide you in transferring wealth smoothly while honoring your values and long-term intentions
Estate and trust coordination
Tax-efficient legacy planning
Charitable and family giving support
Financial Planning
We create a clear and structured plan that helps you make confident financial decisions at every stage of life.
Personalized financial roadmap
Cash flow and tax guidance
Regular plan reviews
Estate & Legacy Planning
We guide you in transferring wealth smoothly while honoring your values and long-term intentions
Estate and trust coordination
Tax-efficient legacy planning
Charitable and family giving support
Financial Planning
We create a clear and structured plan that helps you make confident financial decisions at every stage of life.
Personalized financial roadmap
Cash flow and tax guidance
Regular plan reviews
Wealth Management
We manage your investments with a disciplined, transparen approach designed to protect and grow your wealth.
Custom portfolio strategy
Diversified asset allocation
Active monitoring and adjustments
Retirement Planning
We build a reliable income strategy so you can enjoy retirement with stability and confidence.
Income and withdrawal planning
Pension and social security optimization
Healthcare and longevity preparation
Investment Strategy
We design portfolios that reflect your goals, values, and approach to risk, backed by research and clarity.
Risk-based portfolio design
Research-driven investment choices
ESG and sustainable options
Business Owner Solutions
We help business owners align company growth with long-term personal financial security.
Succession and exit planning
Executive compensation strategy
Business continuity review
Estate & Legacy Planning
We guide you in transferring wealth smoothly while honoring your values and long-term intentions
Estate and trust coordination
Tax-efficient legacy planning
Charitable and family giving support
Financial Planning
We create a clear and structured plan that helps you make confident financial decisions at every stage of life.
Personalized financial roadmap
Cash flow and tax guidance
Regular plan reviews
Estate & Legacy Planning
We guide you in transferring wealth smoothly while honoring your values and long-term intentions
Estate and trust coordination
Tax-efficient legacy planning
Charitable and family giving support
Financial Planning
We create a clear and structured plan that helps you make confident financial decisions at every stage of life.
Personalized financial roadmap
Cash flow and tax guidance
Regular plan reviews
Wealth Management
We manage your investments with a disciplined, transparent approach designed to protect and grow your wealth.
Custom portfolio strategy
Diversified asset allocation
Active monitoring and adjustments
Retirement Planning
We build a reliable income strategy so you can enjoy retirement with stability and confidence.
Income and withdrawal planning
Pension and social security optimization
Healthcare and longevity preparation
Investment Strategy
We design portfolios that reflect your goals, values, and approach to risk, backed by research and clarity.
Risk-based portfolio design
Research-driven investment choices
ESG and sustainable options
Business Owner Solutions
We help business owners align company
growth with long-term personal financial security.
Succession and exit planning
Executive compensation strategy
Business continuity review
Estate & Legacy Planning
We guide you in transferring wealth smoothly while honoring your values and long-term intentions
Estate and trust coordination
Tax-efficient legacy planning
Charitable and family giving support
Financial Planning
We create a clear and structured plan that helps you make confident financial decisions at every stage of life.
Personalized financial roadmap
Cash flow and tax guidance
Regular plan reviews
Getting to Know Our Team
The Pointcrest Wealth Management team is comprised of highly skilled financial professionals who bring innovation and dedication to every client relationship. Our advisors work closely with clients to develop customized strategies informed by the financial markets. Through research and risk analysis, we present investment ideas that are appropriate to each client’s goals, circumstances, and requirements. We focus on identifying challenges and delivering clear, actionable strategies designed to make a meaningful difference.
Business Support
As an Investment Adviser Representative (IAR), Pointcrest Wealth Management receives business support, including investment management, compliance, human resources, and more, through our Registered Investment Advisor (RIA), NewEdge Advisors, LLC.
Will Brand, CRCP®
Chief Compliance Officer
Ryan Geschke
Director of Investment
Erin Corbett
Director of Finance & Human Capital
Jenny Kurz
Marketing Coordinator
Lauren Lehman, CFA®, CFP®
Senior Portofolio Manager
Arianna Rodriguez, CIMA®
Senior Portofolio Manager
Business support personnel do not provide investment advice or portfolio management.
They support administrative, operational, and client service functions only.
Business Support
We’ve selected Fidelity Investments as our custodian. For more than 70 years, Fidelity has built a reputation of integrity and financial management expertise. As a leader in the financial services industry, Fidelity has a thorough understanding of the products and services we need to help best serve you and how to deliver them to you in the most efficient and convenient ways.
Investments that you entrust to our firm are placed on Fidelity’s custodial platform, Fidelity Brokerage Services, LLC (“FBS”)—a Fidelity Investments company and one of the largest clearing providers in the industry.
We’ve selected Fidelity Investments as our custodian. For more than 70 years, Fidelity has built a reputation of integrity and financial management expertise. As a leader in the financial services industry, Fidelity has a thorough understanding of the products and services we need to help best serve you and how to deliver them to you in the most efficient and convenient ways.
Investments that you entrust to our firm are placed on Fidelity’s custodial platform, Fidelity Brokerage Services, LLC (“FBS”)—a Fidelity Investments company and one of the largest clearing providers in the industry.
Let’s Start
the Conversation
Book a clarity session with one of our advisors.
No obligations, just insight.
Investment advisory services offered through NewEdge Advisors, LLC, a registered investment adviser.
No spam, just valuable insight.
Contact Us
Location
1185 Avenue of the Americas 3rd floor New York, NY 10036
Privacy policy
©Copyright 2025
Terms of Use
Investment advisory services offered through NewEdge Advisors, LLC, a registered investment adviser.
No spam, just valuable insight.
Contact Us
Location
1185 Avenue of the Americas 3rd floor New York, NY 10036
Privacy policy
©Copyright 2025
Terms of Use
Investment advisory services offered through NewEdge Advisors, LLC, a registered investment adviser.
No spam, just valuable insight.
Contact Us
Location
1185 Avenue of the Americas 3rd floor New York, NY 10036
Privacy policy
©Copyright 2025
Terms of Use
Investment advisory services offered through NewEdge Advisors, LLC, a registered investment adviser.
No spam, just valuable insight.
Contact Us
Location
1185 Avenue of the Americas 3rd floor New York, NY 10036
Privacy policy
©Copyright 2025
Terms of Use
Investment advisory services offered through NewEdge Advisors, LLC, a registered investment adviser.
No spam, just valuable insight.
Contact Us
Location
1185 Avenue of the Americas 3rd floor New York, NY 10036
Privacy policy
©Copyright 2025
Terms of Use
