“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 Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Probate can be a completely public process, or it can be managed to include as little information as possible.
The federal government requires deceased individuals to file a final income tax return.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to better see the potential impact of compound interest on an asset.
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.
There are a number of ways to withdraw money from a qualified retirement plan.
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
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Do you have causes that you want to support with donations? Here are three tips.
Taking your Social Security benefits at the right time may help maximize your benefit.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
What does your home really cost?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
It’s never a bad time to speak with your financial advisor about changes in your situation.