As Featured In
Years
Combined Expereince
Year founded
+
Families Helped
Expertise Behind Your
Financial Future
Guided by experienced specialists dedicated to helping you make confident, informed financial decisions.
Getting to Know Our Team
The Pointcrest wealth management team is comprised of highly skilled financial professionals that bring with them innovation and dedication to make a difference. our advisors closely collaborate with our clients to create unique strategies around the financial markets. our financial professionals conduct the necessary research and risk analysis, so clients are presented with investment ideas that are suitable and appropriate to their requirements. we address problems so we can present clients with actionable strategies.
Business Support
As an Investment Adviser Representative (IAR), Pointcrest Wealth Management receives business support, including investment management, compliance, human resources, and more, through our Registered Investment Advisor (RIA), NewEdge Advisors, LLC.
Will Brand, CRCP®
Chief Compliance Officer
Ryan Geschke
Director of Investment
Erin Corbett
Director of Finance & Human Capital
Jenny Kurz
Marketing Coordinator
Lauren Lehman, CFA®, CFP®
Senior Portofolio Manager
Arianna Rodriguez, CIMA®
Senior Portofolio Manager
Business support personnel are not involved in providing investment advice or portfolio management. They assist with administrative, operational, and client service functions only
Business Support
We’ve selected Fidelity Investments as our custodian. For more than 70 years, Fidelity has built a reputation of integrity and financial management expertise. As a leader in the financial services industry, Fidelity has a thorough understanding of the products and services we need to help best serve you and how to deliver them to you in the most efficient and convenient ways.
Investments that you entrust to our firm are placed on Fidelity’s custodial platform, Fidelity Brokerage Services, LLC (“FBS”)—a Fidelity Investments company and one of the largest clearing providers in the industry.
Let’s Start
the Conversation
Book a clarity session with one of our advisors.
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