Pillar Point Wealth Management LLC

Pillar Point Wealth Management provides discretionary investment management and financial planning to individual and high‑net‑worth clients, delivering both ongoing and project‑based planning engagements along with portfolio management and implementation. The firm offers comprehensive planning topics such as retirement, tax, estate, cash‑flow and risk‑management analysis and may refer clients to third‑party professionals when appropriate.

Investment decisions are guided by modern portfolio theory and a mix of passive and active managers, supplemented by fundamental and cyclical analysis and optional socially responsible (ESG) strategies; portfolios are managed on a discretionary basis and reviewed regularly. The firm implements trades on an individual‑account basis rather than aggregating or block‑trading client orders, and clients receive custodial statements and periodic reviews as part of ongoing service.

Pillar Point is a small, fee‑only advisory practice managing approximately $5.05 million for a very limited client roster (five clients), which results in a boutique, high‑touch operating model compared with most independents. Its principal has prior senior experience at a large national custodian and graduate business school training, and the firm uses institutional custody platforms (Schwab and Altruist), maintains a written code of ethics, and has a business continuity plan.