City Point Wealth Management

City Point Wealth Management (CRD# 170644) is a financial advisory firm headquartered in Winchester, MA. They manage $2,108,486 in 35 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    35
    ACCOUNTS
  • Average Account Value
    $60,242
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA, NH

Financial Advisors at City Point Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Patrick M. Randall
CRD#: 5429822
63 Shore Road, Suite 22, Winchester, MA 01890
93
Wealthminder
score

Patrick Randall (CRD# 5429822) is an Investment Advisor Representative working at City Point Wealth Management in Winchester, MA and has over 8 years of experience in the finance industry.

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