We have the expertise to guide you to a successful financial

future one step at a time.

At ValuePoint Wealth, we understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs. Because over ninety percent of our clients are retirees with similar concerns, we are in an advantageous position to approach such challenges with experience and skill.

At ValuePoint Wealth, we have made a promise to provide excellence in everything we do for our clients. Our goal is to exceed expectations at all times by honoring you with a paramount degree of customer service. We serve you with years of experience and skill which have provided us with a wealth of knowledge regarding the financial industry. When you choose our financial planning services, you benefit from obtaining comprehensive advice from a team of highly qualified professionals and individuals with an extensive background in addressing your particular financial needs.

As an independent financial planning firm, we solely represent the needs and interests of our clients rather than any specific company. While some financial institutions recommend investment products that are manufactured by the parent of subsidiary business entities, we have no such ties. Our self-sufficiency is vital to delivering nonpartisan and unbiased recommendations. Our independence and objectivity allows us to provide our clients with the commitment that they deserve.  If you have questions about how to get started or want to make an appointment, send us an email or give us a call.

VALUEPOINT WEALTH MANAGEMENT

301 EAST MAIN STREET

BRENHAM, TEXAS 77833

The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Investment advisory services offered through LSP Advisory LLC (LSP), a Florida registered investment adviser. For a complete description of investment risks, fees and services, review the LSP firm brochure (ADV Part 2A) which is available from your Investment Adviser Representative or by contacting LSP.  Tax and Insurance Planning services are available through LSP Planning LLC.  LSP Advisory and LSP Planning are legally separate entities.