North Point Wealth Management - Dick Weitzenhoffer Financial Planner Alpharetta

My mission

I am a financial planner located in Alpharetta, Georgia. I specialize in 401k Rollovers, including tax strategies to address large individual stock holdings within the 401k. I offer a complementary consultation to discuss your 401k rollover. I service the Alpharetta, Roswell and greater Atlanta North Metro area. I am in the business of helping my clients meet all their financial challenges. I do this by using a total wealth management approach. Each area is important individually, but managing them all collectively is one of the most important considerations in your overall financial success.

My approach can help you invest conservatively, reduce your exposure to taxes, meet your insurance needs, and provide a plan to successfully transfer your wealth to your children and grandchildren. Among my financial offerings are:

401k Rollovers
Retirement Income strategies
Investment and retirement planning, including asset allocation, portfolio analysis, and investment management
Estate planning strategies
Long-term care
Life insurance planning and strategies
Tax planning strategies
College planning strategies

Investment philosophy

We believe the best way for our clients to achieve their goals is to design, implement, and monitor an individually tailored investment plan.
It is not what you make, it is what you keep.
During turbulent times, preservation of your capital may be as important as building your wealth.
Asset allocation is a very important aspect of the investment success for any portfolio.
Where there is a better chance that active management will underperform an index, we will use index based investments, and where we have expertise, we will attempt to add value to the portfolio with active portfolio management.
We look for opportunities to strategically add investments that do not correlate to the U.S. market and/or are undervalued.
We are long-term investors, but actively manage accounts for the short term, also.
We are contrarians.
We look to keep turnover low.
We manage the bond portion of portfolios to potentially balance a portfolio and provide funds for our clients' goals.

Designations and degrees

Certified Retirement Planning Consultant
BS/BA, 1968, Business Management, Northeastern University, Boston, MA

Personal interests

Enjoy golf, music, wine tastings, and travel.