North Point Wealth Management

North Point Wealth Management Navigating, directing, and aligning our wealth management systems with your personalized goals. Member FINRA/SIPC.

Securities and advisory services offered through LPL Financial, a registered investment advisor. www.finra.org, www.sipc.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Life changes. Markets change. Your financial roadmap should adapt too. Use Financial Planning Month to review what has c...
10/08/2026

Life changes. Markets change. Your financial roadmap should adapt too. Use Financial Planning Month to review what has changed and what comes next. Revisit your plan at northpointpwm.com.

Investors think of AI as an investment theme—in short, “Is this something I want to put money into, and if so, how?”—but...
10/07/2026

Investors think of AI as an investment theme—in short, “Is this something I want to put money into, and if so, how?”—but it’s become such an influential one that it’s now viewed as a risk factor, too.

The choices you make today can help shape the legacy you leave tomorrow. Thoughtful planning begins with one meaningful ...
10/05/2026

The choices you make today can help shape the legacy you leave tomorrow. Thoughtful planning begins with one meaningful step. Start the conversation at northpointpwm.com.

A will can name guardians for minor children. A trust may manage assets for them, but it does not appoint a guardian. Ex...
10/02/2026

A will can name guardians for minor children. A trust may manage assets for them, but it does not appoint a guardian. Explore coordinated legacy planning at northpointpwm.com.

Stay informed with our latest weekly market commentary, featuring perspectives on key trends shaping today's financial l...
09/30/2026

Stay informed with our latest weekly market commentary, featuring perspectives on key trends shaping today's financial landscape

The answer depends on your income, tax situation, and long-term goals. Evaluating potential benefits and tradeoffs can h...
09/28/2026

The answer depends on your income, tax situation, and long-term goals. Evaluating potential benefits and tradeoffs can help determine if a conversion makes sense. Visit our website to explore your options: northpointpwm.com

Social Security benefits may be affected by other income sources and tax considerations. Proactive planning can help avo...
09/25/2026

Social Security benefits may be affected by other income sources and tax considerations. Proactive planning can help avoid surprises. Read the blog for key retirement tax insights. https://www.northpointpwm.com/blog

Retirement is about more than building assets. A coordinated income strategy can help support lifestyle goals while addr...
09/24/2026

Retirement is about more than building assets. A coordinated income strategy can help support lifestyle goals while addressing taxes, healthcare, and longevity concerns. Visit our website to learn about our retirement planning services:

[1:39 PM] Jennifer Horn North Point Wealth Management financial advisors proudly serve the greater Portland, Or area from Tigard, OR. We offer full service wealth management including estate planning, investment management, financial planning, and retirement planning.

Address

7185 SW Sandburg Road St 200
Tigard, OR
97223

Opening Hours

Monday 7am - 3:30pm
Tuesday 7am - 3:30pm
Wednesday 7am - 3:30pm
Thursday 7am - 3:30pm
Friday 7am - 3:30pm

Telephone

+19714714414

Website

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