FuturePoint Wealth Advisors

Whether it’s saving to buy a home, traveling or simply feeling confident that you’ll be able to live the retirement you’ve worked hard for, having a sound investment strategy is key to achieving your financial goals. Using our exclusive Confident Retirement® approach, we work one-on-one with our clients to understand what’s most important to them. With an understanding of their risk tolerance and personal preferences, we can offer personalized advice that helps them balance important retirement income needs against the needs of today.


Advisors

Stan Leavitt

Stan Leavitt

Private Wealth Advisor

Visit Stan Leavitt's website
David Pratt

David Pratt

Private Wealth Advisor

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Rachael V Burns

Rachael V Burns

Financial Advisor

Visit Rachael V Burns's website
Steve Harris

Steve Harris

Financial Advisor

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Team

Connie Weatherholt

Connie Weatherholt

Registered Operations Leader,

Chartered Retirement Planning Counselor℠
Nancy Olson

Nancy Olson

Client Service Associate