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As you accumulate wealth, you are often faced with a unique set of challenges and opportunities. You may be considering developing a financial plan, investment strategies, retirement savings or simply meeting goals. We know the importance of fully understanding your current situation and objectives so we can best support your continued success. Whether it’s short-term growth or long-term planning, we can help you prepare for what’s next. 

First Point Wealth Management Can Help

When working with us, you'll have access to a full array of products and services: 

  • Financial Planning
  • Investment & Portfolio Management
  • eMoney Client Portal
  • Education Accounts
  • Retirement Accounts
  • Employee Retirement Plans
  • Insurance
  • Charitable Giving

Learn more about these services and meet the Wealth Management team using the links below. 

Contact Us

Meet Our Team

Learn More


IMPORTANT DISCLOSURES & INFORMATION

Your Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.

Institution Plain English Disclosure | LPL Financial

First Point Wealth Management is not a registered broker/dealer and is not affiliated with LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following state: AZ, CA, CO, CT, DC, FL, GA, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OR, PA, SC, SD, TX, VA, WA, WI

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. First National Bank and First Point Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using First Point Wealth Management, and may also be employees of First National Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, First National Bank or First Point Wealth Management. Securities and insurance offered through LPL or its affiliates are:

Not insured by FDIC or Any Other Government Agency

Not First National Bank Guaranteed

Not First National Bank Deposits or Obligations

May Lose value

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