Point To Point Wealth Planning

Point To Point Wealth Planning A private wealth advisory practice of Ameriprise Financial Services, LLC

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We couldn’t have asked for a sweeter way to wrap up our summer event series! 🍷🍫Last Thursday was full of wine, chocolate...
08/31/2026

We couldn’t have asked for a sweeter way to wrap up our summer event series! 🍷🍫

Last Thursday was full of wine, chocolate, and good conversation with our clients, friends, and the guests they brought to meet our team.

Thank you to wine expert Virginia Mitchell and Estelle Tracy of Estelle Tracy | Chocolate Sommelier for making it so much fun!

And thank you to our clients and friends for joining us this summer and introducing us to the people who matter most to you. Your trust means so much to our team! 💛💙

Markets change, but your long-term goals don’t have to. Solutions that balance growth opportunity with a level of protec...
08/27/2026

Markets change, but your long-term goals don’t have to. Solutions that balance growth opportunity with a level of protection can help you stay focused through the markets ups and downs. A plan built to adapt can make all the difference, so send me a message to discuss strategies for staying prepared.

As retirement gets closer, many people look for ways to stay invested while also protecting what they’ve built. Solution...
08/20/2026

As retirement gets closer, many people look for ways to stay invested while also protecting what they’ve built. Solutions that can help buffer the impacts of market downturns may provide greater confidence as you plan for the road ahead. Let’s connect to explore options for managing risk in retirement.

Market growth can play an important role in reaching your long-term retirement goals, but managing risk along the way ma...
08/13/2026

Market growth can play an important role in reaching your long-term retirement goals, but managing risk along the way matters just as much. Solutions that combine growth potential with a level of protection can help you stay focused through changing market conditions. Message me if you’d like to discuss strategies that can help you stay invested with confidence.

One day, you’re celebrating the start of a new job. Then you blink and you’re toasting to your retirement. Let’s review ...
08/12/2026

One day, you’re celebrating the start of a new job. Then you blink and you’re toasting to your retirement. Let’s review your retirement savings and make sure you’re on-track.

08/11/2026

As the 2026 U.S. midterm elections approach, Ameriprise Financial experts share their perspectives on how the results may influence the broader market, economy and investments.

08/04/2026

The markets rallied today and experienced solid gains. provides their thoughts on today’s market upturn in After the Close.

Last night, we welcomed our clients and their guests for our Summer Hosting Experience, and what a wonderful evening it ...
07/31/2026

Last night, we welcomed our clients and their guests for our Summer Hosting Experience, and what a wonderful evening it was.

From Chef Nan’s thoughtfully curated tasting menu and hands-on summer roll demonstration to a signature Summetime Spritz demonstration by our very own Amber, followed by an interactive garnish bar, the evening was filled with great food, meaningful conversations, and new connections.

At Point to Point, relationships are at the heart of what we do. Events like these give us the opportunity to spend time together, strengthen connections, and create experiences that bring our community together.

A special thank you to Chef Nan, Amber, our incredible team, and everyone who joined us. We can’t wait to see you at our final Summer Series event next month! ☀️💙

Education is one of the most meaningful investments you can make. Whether you're planning for yourself, your children, o...
07/29/2026

Education is one of the most meaningful investments you can make. Whether you're planning for yourself, your children, or someone you care about, it's important to understand the choices available.

Ready to explore your options? Request a complimentary consultation with one of our advisors through our website. https://bit.ly/4ySiDL8

✨ We’re growing, and we’re excited to introduce another new face at Point to Point.Please join us in welcoming Laura Eva...
07/27/2026

✨ We’re growing, and we’re excited to introduce another new face at Point to Point.

Please join us in welcoming Laura Evans, who is joining our team of Client Relationship Managers.

Laura will work closely with Jim Hayes and Nick Kayatta, supporting the clients in their core group. She joins three other Client Relationship Managers who each work alongside different advisors and client families across the practice.

Laura is a proud dog mom to Charlie and Rafiki and enjoys reading, sewing, crafting, and thrifting. By marriage, she has also become a fan of Baltimore’s sports teams.

At Point to Point, we want our clients to know the people behind the emails, phone calls, and everyday conversations. Laura brings a genuine, down to earth presence to the team, and we are excited for everyone to get to know her.

Please help us give Laura a warm welcome. 💙

Address

200 Continental Drive Ste 200
Newark, DE
19713

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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