“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
You’ve made investments your whole life. Work with us to help make the most of them.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Apps that help small business owners better manage and grow their business.
Lifestyle considerations in creating your retirement portfolio.
A few strategies that may help you prepare for the cost of higher education.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Tips on insuring your teen driver.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator shows how inflation over the years has impacted purchasing power.
Estimate your monthly and annual income from various IRA types.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
Making the most of surprises is a great reason to work with us.
$1 million in a diversified portfolio could help finance part of your retirement.
The market is as unpredictable as the weather. We’d love to help you prepare.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Here’s a quick guide to checking to see if you have unclaimed money.