Wealth Management

All Points Wealth Management
Business Genre:
Short Business Description: Providing comprehensive financial planning
Long Business Description:

All Points Wealth Management is a comprehensive financial planning firm specializing in planning for medical students, residents, physicians preparing for or in retirement, and physician-owned practices. With the unique income trajectory and shortened window for earning and saving, physicians and trainees have unique financial needs. All Points specializes in helping physicians understand and plan for those needs, including, but not limited to:

  • Student loan consultation, repayment, and forgiveness
  • Protecting income, earning potential, and specialty-specific job duties
  • Protecting family and lifestyle and creating legacy
  • Saving for retirement inside and outside of qualified plans
  • Providing for children’s education funding
  • Professionally managing invested assets according to individual goals
  • Managing withdrawals in retirement to maximize tax and return efficiency

All Points has partnered with the North Carolina Medical Society to help provide financial education to medical students, residents, and fellows across the state through the NCMS Student Summit and initiatives for physician wellness.

All Points offers a free preliminary financial review to NCMS members.

Contact Information

Andrew P. Bernstein, JD, CFP | Wealth Management Advisor

1201 Edwards Mill Rd, Second Floor, Raleigh, NC 27607

240 Leigh Farm Rd, Suite 400, Durham, NC 27707
P: 919.755.3225|

Business Website Address: View website
Business Tags:


 
 
 
Print Friendly, PDF & Email