“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
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Gaining a better understanding of municipal bonds makes more sense than ever.
If you find it hard to attain personal life goals, there’s an app for that!
What does the Tax Reform and Jobs Act mean for you?
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Estimate how much you have the potential to earn during your working years.
Use this calculator to estimate your capital gains tax.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator demonstrates the power of compound interest.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
Even low inflation rates can pose a threat to investment returns.
All about how missing the best market days (or the worst!) might affect your portfolio.
When do you need a will? The answer is easy: Right Now.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
You’ve made investments your whole life. Work with us to help make the most of them.
There are three things to consider before dipping into retirement savings to pay for college.