Point Wealth Management

(715) 870-2450
3319 TERRACE CT , Wausau, Wisconsin, 54401

About us

Point Wealth Management is an independent fee-only financial planning and investment management firm led by Jeremy Reif, CRPSA® and Jere Smith, CFPA®, CLUA®. With advanced credentials and training in retirement planning and financial planning, Jeremy and Jere specialize in helping pre-retirees and retirees pursue financial independence.

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