Bryan M. Renner
Certified Financial Plannertm and Riar of Cambridge Investment Research Advisors, Inc at Pointer Creek Wealth Management
Based in Canfield, United States
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Seniority
Other
Department
Other
Location
Canfield
Industry
Financial Services
Company size
7
Contact information
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b•••••••@pointercreek.com
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Background
About Bryan M. Renner
Managing Partner and CERTIFIED FINANCIAL PLANNER™ at Pointer Creek Wealth Management. Pointer Creek Wealth Management is a private wealth management firm offering discretionary investment management and fee-based CFP® practitioner financial planning services to high net worth investors in the areas of; Retirement Income Planning, Estate Planning, Tax Planning, Charitable Planning, Sudden Wealth Planning, Divorce Planning, Career Transition Planning, Risk Management, Trust Planning and Business Succession Planning. We are a small and experienced office of financial professionals dedicated to putting the clients needs at the forefront with our fully transparent investment and pricing strategies. We show you the unseen of the financial world without you having to search for it. With our experience and independent affiliations, you will see facts and solutions not presented by other firms. Our FIDUCIARY managed accounts offer discretionary selection and monitoring of portfolio including but not limited to; active and passive exchange traded funds, institutional class mutual funds, index funds, closed end funds, individual stock & bond holdings, and covered call/put option strategies. We advise on Revocable Living Trusts, Irrevocable Life Insurance Trusts, Charitable Remainder Trusts, Restricted Property Trusts, Bypass Trusts, Family Limited Partnerships and Limited Liability Companies. We conduct extensive due diligence relating to private placement investments for those investors meeting SEC Regulation D (Accredited Investor Status) and present only what we feel to be the best opportunities. To inquire about anything mentioned above, or just to say hello, please call 234-414-1014 or visit us online at
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