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Wealth Management

  • Year-End Tax Planning Tips

    posted on Friday, October 18, 2024

    You may be able to reduce your tax liability if you consider adopting these tax strategies before year's end.

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  • Scams to Expect for Tax Season

    posted on Friday, May 17, 2024

    Tax scams involve bad actors — who impersonate the IRS, tax professionals, or government entities over the phone, through text, online, or by email — and are designed to trick you into providing sensitive information or sending money for taxes, penalties, and fees you don't owe.

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  • Charitable Giving Throughout the Year

    posted on Wednesday, October 18, 2023

    Strategic charitable giving is an opportunity not only to set a budget for your donations, but also to plan a schedule that can optimize how you give.

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  • 5 Things You Need To Know To Ride Out A Volatile Stock Market

    posted on Thursday, November 10, 2022

    When markets become volatile, a lot of people try to guess when stocks will bottom out. In the meantime, they often park their investments in cash. But just as many investors are slow to recognize a retreating stock market, many also fail to see an upward trend.

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  • eMoney Client Portal

    posted on Friday, October 22, 2021

    Your Personal Financial Management website makes it easy to manage both your wealth and your well-being.

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Broker Check

Your Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.

Institution Plain English Disclosure | LPL Financial

First Point Wealth Management is not a registered broker/dealer and is not affiliated with LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following state: AZ, CA, CO, CT, DC, FL, GA, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OR, PA, SC, SD, TX, VA, WA, WI

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. First National Bank and First Point Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using First Point Wealth Management, and may also be employees of First National Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, First National Bank or First Point Wealth Management. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency Not First National Bank Guaranteed
Not First National Bank Deposits or Obligations May Lose Value
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