Wynn Point Financial

Wynn Point Financial Wynn Point Financials' mission is to build and protect your legacy with tech-forward financial planning.

From young professionals to 8-figure business owners, we specialize in risk management, insurance, asset management, and qualified retirement plans.

06/24/2026

Find out more

06/20/2026

Shares in Elon Musk’s rocket company SpaceX soared 25% after opening for trading, an auspicious start for history's biggest initial public offering.

06/17/2026

The latest issue of Market Week is available.

06/13/2026

The Iran war has driven U.S. gas prices to levels not seen since the Russian invasion of Ukraine in 2022.

06/10/2026

Annuity sales are soaring, because retirees and pre-retirees want more guaranteed income and principal protection.

06/06/2026

Planning for retirement requires accurately estimating spending needs and consulting a financial advisor. Diversifying retirement savings into safer assets can protect against market downturns. Tracking expenses and adjusting spending during retirement are crucial to avoid depleting savings.

06/03/2026

Steve Antonioni coined "Camp FIRE," a mini version of the financial independence movement. It involves saving a 'war chest" to allow yourself flexibility to make a career change or take a break. His money-saving advice is to treat your personal life like a business, viewing savings as profit.

05/30/2026

So you are thinking about making a series of gifts protected from gift tax by the annual exclusion, or a large gift sheltered from gift tax by the applicable exclusion amount, but have concerns about losing access to the gifted property or its income if circumstances change. If you are married, one....

05/27/2026

AI-generated investment portfolios are highly concentrated in large-cap tech stocks, particularly semiconductors, according to a new National Bureau of Economic Research working paper.

05/23/2026

It can take creativity, patience, and hard work to make the “working-longer” retirement strategy work for you.

Address

Edgewater, MD

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+14102946996

Website

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