Poitinger Wealth Management

We are an independent investment advisory firm serving both corporations and individuals. Our vision was to create a financial advisory firm, which offers a comprehensive suite of services to you while operating at the highest level of ethical standards and trust. Today, our vision is a reality. Employing a team of Certified Financial Planners®, Accredited Investment Fiduciaries®, and highly experienced professionals we help individuals with personal financial planning and wealth management and help corporations build and maintain successful retirement plans. Unlike many firms, Poitinger Wealth Management, Inc. is independently owned and independently supported. This allows us to use virtually every financial tool or investment vehicle, without bias. We develop customized plans and solutions for businesses and individuals, with the goal of helping you or your employees build wealth and achieve retirement success. Since Poitinger Wealth Management, Inc. was established we have focused on providing quality investment-consulting services to individuals, retirement plan sponsors, medical professionals, and corporate executives. Our expertise, team approach, and independence allow us to deliver high quality services with honesty, integrity, and industry leading capabilities.