“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
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
An increasing number have been developed to help individuals with their personal finances.
When you’re married and have children, insurance needs will be different.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Estimate your monthly and annual income from various IRA types.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to estimate your capital gains tax.
This calculator helps estimate your federal estate tax liability.
This calculator may help you estimate how long funds may last given regular withdrawals.
Determine if you are eligible to contribute to a traditional or Roth IRA.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
How will you weather the ups and downs of the business cycle?
You’ve made investments your whole life. Work with us to help make the most of them.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Would you guess that Millennials are effectively saving for retirement? Well, they are.