Financial Planner in Fayetteville, NY | PointGuard Wealth Advisors

Put the power of our expertise to work for you.

About Us

The Strength Of Experience

There is a better way to financial security: PointGuard Wealth Advisors Xellorator^TM financial planning. Only PointGuard Wealth Advisors offers you exclusive access to a broad range of tools to accelerate your financial success including PointGuard^TM Advisors Network of personal and business advisors, and My Financial Coach^TM executive financial planning.

Whether you are seeking for your own personal wealth and financial services, or managing your company bringing the best-in-practice corporate insurance, PointGuard Wealth Advisors is a diversified insurance and investment firm. Our services help individuals and businesses preserve and grow your wealth through objectively and carefully considered financial goals.

Services for Individuals & Businesses

Individual & Executive Financial Planning
Asset Management
Qualified & Non-Qualified Retirement Plans
Health Care Planning
Insurance & Risk Management
Employee Benefits & Human Resources
Income & Estate Planning
Business Valuations & Succession Planning

Why Us?

PointGuard Wealth Advisors

The Best Time is Now

In times of economic and market turmoil, the need for thoughtful financial planning becomes a priority. WealthRx is here to provide a calm, clear-headed review of your current financial positions, understand your financial goals, and offer intelligent guidance.

Employer & Employees

We work with employers to offer their key executives and employees a holistic financial planning process that pulls information together from every source and assembles it in one at-a-glance online application. More importantly, we provide dedicated and unbiased advice, personalized financial plans, and individual financial coaching. We partner with employers to create increased productivity and retention of top performers.

Private Investment Strategies

Remaining focused on your long-term retirement goals can be stressful as market volatility reaches new highs. We help you navigate market ups and downs and help you tune out the market static that can lead to poor financial decisions. WealthRx is committed to helping you reach your goals.

The Power of PointGuard

PointGuard Wealth Advisors is a member of the PointGuard Advisors Network. PointGuard was founded to bring together many companies and professionals, serving all aspects of personal and business financial services. Through PointGuard, we offer our clients access to elite advisors, and through our ownership interest in Lion Street™, our network of professionals extends across the country.

PG Wealth Advisors

PG Advisors Network

About Us

The Strength Of Experience

Services for Individuals & Businesses

Individual & Executive Financial Planning

Asset Management

Qualified & Non-Qualified Retirement Plans

Health Care Planning

Insurance & Risk Management

Employee Benefits & Human Resources

Income & Estate Planning

Business Valuations & Succession Planning