Point B Wealth Advisors
Point B Wealth Advisors is an independent firm owned and managed by seasoned wealth advisor Jay D. Hinkens. As an independent firm, we are beholden only to you and your financial objectives. We have no incentive, and no desire, to push a particular product or company. This product-neutral approach allows us to craft a strategy that meets your individual needs as we offer a variety of investment and insurance options. Our business is founded on the principle of helping individuals and business owners of all income levels improve their quality of life through financial security and holistic financial planning. Specialties - Holistic, candid financial planning - Personal investment programs - Individual investment management and rollovers - Socially Responsible Investing - Life, disability, long term care insurance services - Company and individual retirement plans - Business succession plan funding.
7-day free trial · no credit card
Verified contacts
2
available on Kipplo
LinkedIn employees
3
1 to 10 range
Open roles
—
no listings
Distinct roles
1
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
Sign up free to see all 2 verified contacts at Point B Wealth Advisors
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
2 contacts with verified email or phone · masked until revealed.
- BW
Brian Waelti
Financial Advisor · Finance & Accounting
EmailPhone - MN
Matthew Niermeyer
Financial Advisor · Finance & Accounting
EmailPhone
Showing 2 of 2 verified contacts
Top roles at Point B Wealth Advisors
1 distinct titles indexed · top 1 shown.
- 2financial advisor
Sign up to unlock all 2 contacts at Point B Wealth Advisors
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 2 verified contacts at Point B Wealth Advisors
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.