“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
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
The Business Cycle
How will you weather the ups and downs of the business cycle?
The tax rules that govern donating art are complex and confusing. Take a closer look.
Being healthy not only makes you feel good, it may also help you financially.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Do you have an estate strategy? You should.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Learn when it may not make sense to file a claim on your home insurance.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator helps estimate your federal estate tax liability.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator can help you estimate how much you should be saving for college.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
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
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Pundits say a lot of things about the markets. Let's see if you can keep up.
There are three things to consider before dipping into retirement savings to pay for college.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Agent Jane Bond is on the case, cracking the code on bonds.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.