“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
Making the most of surprises is a great reason to work with us.
Who Is Your Trusted Contact?
This investment account question is vital and answered as early as possible.
Tax Efficiency in Retirement
What role would taxes play in your investment decisions?
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Simple steps may help you foil hackers and protect your privacy.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
It sounds simple, but paying yourself first can really pay off.
This calculator can help you estimate how much you may need to save for retirement.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to assess the potential benefits of a home mortgage deduction.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
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 smart strategies that may help you pursue your investment objectives
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
What if instead of buying that vacation home, you invested the money?
Here’s a crash course on saving for college.
How does your ideal retirement differ from reality, and what can we do to better align the two?
What is your plan for health care during retirement?
Imagine your ideal post-pandemic retirement with this animated video.