www.fivepointwealth.com Open in urlscan Pro
2606:4700::6811:abac  Public Scan

Form analysis
0 forms found in the DOM

Text Content

Client Portal 480-948-2416Schedule a Consultation
Menu


 * Home
 * SERVICES
 * PROCESS
 * RESOURCES 
   * Market Update
   * Financial Guidance
   * Financial Calculators
 * ABOUT US 
   * Our Team
   * Our RIA-Broker/Dealer
   * Research Team

Client Portal 480-948-2416 Schedule a Consultation



OUR MISSION IS TO HELP OUR CLIENTS MEET LIFE’S COMPLEX FINANCIAL CHALLENGES.


SPECIALIZED GUIDANCE AND SUPPORT

We make it a priority to stay up to date with the constantly changing financial
and insurance industries through extensive continuing education programs. When
you work with our firm, you can feel comfortable that your unique financial
needs will be served.




OUR PROCESS


OUR EXPERIENCED TEAM IS PREPARED TO
ADDRESS ALL OF YOUR WEALTH MANAGEMENT NEEDS.

As independent financial professionals, we strive to develop, implement, and
maintain a plan that targets your needs and goals, even as they change over
time.



MEET OUR TEAM


IMPROVING YOUR FINANCIAL WELL-BEING THROUGH HIGHLY PERSONALIZED SERVICE AND
EXPERTISE.

Key areas of focus include helping individuals and families:


ACCUMULATION

 * Accumulate wealth through asset allocation
 * Develop business succession strategies
 * Plan for college funding


RETIREMENT PLANNING

 * Distribute income in retirement
 * Close life, long-term care, disability, and other insurance gaps


ESTATE PLANNING

 * Create a master plan
 * Manage your property during life
 * Property distribution

VIEW ALL OUR SERVICES


CONNECT WITH US

CONTACT US


READY TO GET STARTED?

Reach Out

 * SERVICES

 * PROCESS

 * RESOURCES
   * Market Update
   * Financial Guidance
   * Financial Calculators

 * ABOUT US
   * Our Team
   * Our RIA-Broker/Dealer
   * Research Team

CONTACT

Office: 480.948.2416

Fax: 480.291.8643

8925 East Pima Center Parkway

Suite 135

Scottsdale, AZ 85258

sdeacon@fivepointwealth.com

QUICK LINKS

 * Retirement
 * Investment
 * Estate
 * Insurance
 * Tax
 * Money
 * Lifestyle
 * All Articles
 * All Videos
 * All Calculators

The content is developed from sources believed to be providing accurate
information. The information in this material is not intended as tax or legal
advice. Please consult legal or tax professionals for specific information
regarding your individual situation. Some of this material was developed and
produced by FMG Suite to provide information on a topic that may be of interest.
FMG Suite is not affiliated with the named representative, broker - dealer,
state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a
solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020
the California Consumer Privacy Act (CCPA) suggests the following link as an
extra measure to safeguard your data: Do not sell my personal information.

Copyright 2024 FMG Suite | Copyright 2024 Commonwealth Financial Network |
Copyright 2024 Five Point Wealth Advisors



Five Point Wealth Advisors 8925 East Pima Center Parkway, Suite 135, Scottsdale,
AZ 85258 | P 480.948.2416 | F 480.291.8643



The Financial Advisor(s) associated with this website may discuss and/or
transact business only with residents of the states in which they are properly
registered or licensed. No offers may be made or accepted from any resident of
any other state. Please check BrokerCheck for a list of current registrations.

Securities and advisory services offered through Commonwealth Financial
Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance
products and services are separate from and not offered through Commonwealth
Financial Network®.

Information presented on this site is for informational purposes only and does
not intend to make an offer or solicitation for the sale or purchase of any
product or security.

Form CRS: Client Relationship Summary

Use of Cookies: Our website uses Google Analytics to provide insight into our
website and to improve the relevance of marketing. For more details about how
Google uses information from sites or apps that use our services, visit
google.com/policies/privacy/partners/. If you would like to opt out of Google
Analytics, please visit tools.google.com/dlpage/gaoptout.