Our passion is helping uniquely successful families make well informed decisions so that they can live their best lives. We have found that uniquely successful families are dealing with complexities beyond their comprehension. The more successful one is, the more complex life becomes. Along the way, we all experience transition points. Marriage, children, divorce, selling a business, retirement, death of a loved one are just some of the points in life where important decisions are made. That is why we chose the name, "Decision Point Wealth Consulting."
Over the last 25 years our team has developed a process to identify the gaps in our clients lives. Using comprehensive checklists for each of life's transitions, we can identify where and when those gaps occur. We find that even the most prepared families have not thought of everything. The more complicated life can be, the more we can make a difference.