Contact us
We're here to talk to you about your needs and questions, and how can we partner to meet your wealth management needs
Pillar Point Wealth Management is based out of San Francisco, and we offer meetings via secure video conference, allowing you to connect with us from the comfort of your home or office. For those in the Greater San Francisco Bay Area, we're availble to meet in-person.
Whether you prefer to meet in person or virtually, we are happy to accommodate your schedule and communication preferences.
Book an appointment
- Think we may be a good partner for your needs?
- Have a specific situation you'd like to discuss?
- Curious what it means to work with a wealth advisor?
- In the process of interviewing potential advisors?
Choosing a wealth advisor that's the right partner for your financial life — both for your particular needs and the right personal fit — is something that you should feel confident about.
Schedule an initial "Discovery Meeting". We'll listen to your needs, answer your questions, and share about our approach. No sales pitch — we promise!
If there is a mutual fit, we'll schedule a follow-up meeting for a deeper discussion about your situation and moving forward together.
If you're not ready to schedule a meeting yet, prefer to chat via email, or would like to sign up for email updates, reach out with your information below.
Advisory services offered through Pillar Point Wealth Management LLC, an investment adviser registered with the state of California. Advisory services are only offered to clients or prospective clients where Pillar Point Wealth Management LLC and its representatives are properly registered or exempt from registration.
The information on this site is not intended as tax, accounting or legal advice, nor is it an offer or solicitation to buy or sell, or as an endorsement of any company, security, fund, or other offering. Information provided should not be solely relied upon for decision making. Please consult your legal, tax, or accounting professional regarding your specific situation. Investments involve risk and have the potential for complete loss. It should not be assumed that any recommendations made will necessarily be profitable.