“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
Social Security: Two Benefit Strategies Eliminated
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Five phases to changing unhealthy behaviors.
When considering life insurance, it's important to understand your options.
Taking regular, periodic withdrawals during retirement can be quite problematic.
The true cost of raising a child may be far more than you expect.
Being healthy not only makes you feel good, it may also help you financially.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator demonstrates the power of compound interest.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator can help you estimate how much you should be saving for college.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to assess the potential benefits of a home mortgage deduction.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A bucket plan can help you be better prepared for a comfortable retirement.
How do the markets usually react to elections? Was the 2016 election any different?
Here are five facts about Social Security that might surprise you.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.