About

THE 3 POINT WEALTH STRATEGIES Value My value to clients: As a wealth advisor I believe in building a relationship of trust. This means putting your interests first. With such an overwhelming number of investment options one of the most important decisions a client can make is to seek the advice of a trusted independent and qualified advisor. Experience Over the last 24 years I have worked in banking accounting & for the last 17 years the investment industry. I have found through experience that some individuals think every advisor offers the same investments planning which is not true.