Welcome to the offices of 4Point Wealth Management. With their more than 50 years of combined experience, they are ready to assist you with all of your financial service needs.
Hi, I’m Larry Yass, Partner at 4Point Wealth Management. We pride ourselves on always striving to be available. This is entirely by design. We do most of our work over the phone so that you have easy access to us when it’s convenient for you. If, for some reason, you can’t reach the advisor that you’re used to working with, then our goal is one of our other partners can be available to handle your current need.
Working closely together as a team and leveraging that teamwork in order to find solutions is another hallmark of our practice. Hi, I’m Christina McConnell; also a Partner at 4Point Wealth Management. We realize that no two families have the same financial goals or situations. That’s why we don’t have “financial products” sitting on our shelves. We work to earn our clients’ trust through first and foremost getting to know them as people. My most important skill is listening.
We believe this is the only way that we can provide valuable advice over the long haul. We want to walk with you through all the seasons of life as trusted advisors. I’m Laura Long, also a Partner of 4Point. Many of the families we serve were referred to us by a friend or family member or came to us for help with retirement services. We love helping people with their retirement accounts, but, as far as our menu of services is concerned, that’s just the tip of the iceberg. Investment Planning, Personal Risk, Cash Flow Management, and Education Planning, are just a few areas that we can assist clients with.
Our team wouldn’t be complete without Randi Derene.
Randi is instrumental to our practice and to our clients. She handles all of the administrative tasks, which allows us to concentrate on what’s most important
… listening to you and focusing on your personal and individual financial needs.
Other services that we provide are Tax Efficiency Planning, Social Security strategies, and Estate Investment Planning. So, as you can see, we really aim to be here for you throughout the remainder of your life…and even beyond, as you prepare to leave a legacy for your loved ones.
We are here for you. We constantly strive to provide the best possible service no matter what the current financial landscape looks like.
Call us today to discuss whatever might be on your mind that we can assist you with. We believe the first step to gaining confidence is knowing that you have a plan in place. We look forward to continuing to serve you.
With their wealth of experience and personalized solutions, we believe working with 4Point Wealth Management can be a smart choice to help you and your family plan for your future.
To reach 4Point Wealth Management, please call our office directly at 704.765.1688.
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. 4Point Wealth Management is a separate entity from WFAFN.