Firm Information

It is through our connection with  Kestra Private Wealth Services and Kestra Investment Services, LLC that allows us access to a transparent platform to operate from and provides us access to a virtually unlimited array of financial vehicles. Because we are independent and free of conflicts of interests, we are able to make investment choices according to what we believe is best-suited to the client.

 

Also, the  Kestra Private Wealth Services platform offers a multi-custodian offering. What this means is that clients of First Point Financial Management not only have frequent face-to-face meetings with their investment team, but they also receive monthly statements from a trusted third-party custodian and have complete, direct online access to their accounts and can review holdings, performance, and transaction history on their own any time they wish.  

The advisors of First Point Financial Management are members of an elite advisory firm, Kestra Private Wealth Services. Kestra Private Wealth Services is an independent Registered Investment Advisor established by veterans of the financial services industry with the expressed purpose of setting experienced financial advisors free.  Kestra Private Wealth Services is dedicated to the the belief that the relationship an advisor has with their client is paramount. This relationship depends on trust, flexibility, freedom of investment choice, and the advisor's ability to offer effective, comprehensive advice and service in a conflict-free environment.

Disclosures

 

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA / SIPC. Investment Advisory Services offered through Kestra Private Wealth Services, LLC. First Point Financial Management is a member firm of Kestra Private Wealth Services, LLC, an affiliate of Kestra IS. First Point Financial Management and Kestra IS are not affiliated. Kestra IS does not provide tax or legal advice.

 

This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra Private Wealth Services, LLC may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 512-697-6000.

 

The third party web site links referenced are being provided strictly as a courtesy. Neither us, nor Kestra IS are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided. 

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