“For the sailor who does not know where to set his course, there are no favorable winds.” ~ SenecaLearn More
Our Value to You
Behavioral Investment Advice: Investment Performance vs. Investor BehaviorLearn More
Meet Our Team
Our team approach offers a range of services to provide more benefits to our clients.Learn More
Welcome to Point Comfort Wealth Management
For over 400 years, the area known as Point Comfort, Virginia, has served explorers, settlers and seafarers as a landmark of safety and security. When reaching this point, you knew you were safe; you knew you were home. You reached a point of comfort.
We provide comprehensive financial planning and independent investment advice to individuals, families and businesses. As behavioral investment advisors, we work with our clients to help avoid common yet damaging mistakes many investors make without a trusted advisor by their side. Together we'll work to organize, manage and monitor your financial affairs over a lifetime relationship based on competent, caring advice and personalized service.Contact Us
What to Look for in a Long-Term Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
A few strategies that may help you prepare for the cost of higher education.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Probate can be a completely public process, or it can be managed to include as little information as possible.
It's important to make sure your retirement strategy anticipates health-care expenses.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
A four-step framework for building a personal legacy.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help you estimate how much you should be saving for college.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Determine if you are eligible to contribute to a traditional or Roth IRA.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
What does your home really cost?
It's easy to let investments accumulate like old receipts in a junk drawer.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Pundits say a lot of things about the markets. Let's see if you can keep up.
$1 million in a diversified portfolio could help finance part of your retirement.