Point To Point Wealth Planning

Women face different financial considerations. You may be the primary breadwinner, run the household, take care of children and/or elderly parents all while bringing your families together. We use our exclusive Confident Retirement® approach to help our clients feel more confident about their, and their loved ones,’ financial future. We are personally invested in helping them plan for and enjoy the full and rich lives they’ve earned.


Advisors

Kathy J Bauers, Financial Advisor serving the Wilmington, DE area - Ameriprise Advisors

Kathy J Bauers

ChFC®, APMA®

Financial Advisor

Chartered Financial Consultant®
Visit Kathy J Bauers's website
Robert Allen, Private Wealth Advisor serving the Wilmington, DE area - Ameriprise Advisors

Robert Allen

CRPC®, APMA®

Private Wealth Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM
Visit Robert Allen's website
Lauren Cooper, Private Wealth Advisor serving the Wilmington, DE area - Ameriprise Advisors

Lauren Cooper

CFP®, CRPC®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Lauren Cooper's website
Darren DeMars, Financial Advisor serving the Wilmington, DE area - Ameriprise Advisors

Darren DeMars

MBA, APMA®

Financial Advisor

Visit Darren DeMars's website
Nicole E Magnusson, Financial Advisor serving the Wilmington, DE area - Ameriprise Advisors

Nicole E Magnusson

APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM
Visit Nicole E Magnusson's website
Christopher Malmstrom, Financial Advisor serving the Wilmington, DE area - Ameriprise Advisors

Christopher Malmstrom

CRPC®, APMA®

Financial Advisor

Visit Christopher Malmstrom's website

Team

Jason DeVries

Jason DeVries

Practice Manager

Karen Gebhart

Karen Gebhart

Business Development Specialist

Nicholas Kayatta

Nicholas Kayatta

Client Service Coordinator

Melissa Porto

Melissa Porto

Financial Planning Assistant

Alex Stiner

Alex Stiner

Financial Planning Specialist,

Retirement Income Certified Professional®
Jenna Walczak

Jenna Walczak

Client Service Coordinator