Long Point Wealth Management, LLC

Long Point Wealth Management serves individuals, high‑net‑worth individuals, trusts, and estates, providing discretionary wealth management, portfolio management, and financial planning services. The firm also facilitates client access to a third‑party digital estate‑planning platform at no additional advisory fee and incorporates planning and implementation as part of its wealth management engagements.

The advisor typically pursues a customized, long‑term investment approach, constructing portfolios around ETFs, diversified mutual funds, and individual equities while developing asset‑allocation targets aligned with each client’s goals, tax situation, and risk tolerance. Research uses a mix of fundamental and technical analysis, and the firm employs artificial‑intelligence tools to organize and summarize research and documents while retaining human oversight for all investment recommendations and trade decisions.

Compared with many independent advisors, Long Point routinely uses derivatives and alternative instruments in separately managed accounts—explicitly noting the potential use of options, short positions, inverse ETFs, exchange‑traded notes, and allocations to managed‑futures and commodity ETFs, which can introduce leverage and different risk exposures. The firm also discloses specific data‑privacy safeguards around its AI and estate‑planning workflows and its reliance on third‑party platforms, practices that are less common among peers of similar size.