Broker Check

Is Complexity Holding You Back?

Are you unsure how to prepare for major life events?

Does thinking about how much is at stake give you anxiety?

Is it time to connect your cash bonus and stock awards with goals?

Do you know how much concentrated equity you should sell and when?

Welcome to 5 POINT

We are committed to creating simplicity out of complexity, so you can spend more time focusing on your life's priorities now, and for generations to come. 

Whether you want to save for the future or celebrate today, give back to the community or explore the globe, your values are every bit as unique as your fingerprints. Our objective is aligning your time and resources to your values, so you can go after the things you truly care about.

Let's Get Started

For Busy Professionals

who want to organize their financial life

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For Executives

who want to actualize their financial goals

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For Pre & Post Retirees

who are eager & free to enjoy life's adventures

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Tell Us How We Can Help You Today

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