Inflection Point Wealth Management Revenue
Financial Services • 
Grand Rapids, Michigan, United States • 1-10 Employees
Inflection Point Wealth Management revenue & valuation
| Annual revenue | $171,110 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $547,552 |
| Total funding | No funding |
Key Contact at Inflection Point Wealth Management
Aaron Klemm
Founder
Company overview
| Headquarters | Grand Rapids, Michigan, United States |
| Phone number | +16162266184 |
| Website | |
| NAICS | 52 |
| SIC | 736 |
| Employees | 1-10 |
Inflection Point Wealth Management Email Formats
Inflection Point Wealth Management uses 1 email format. The most common is {first initial}.{last name} (e.g., j.doe@inflectionpointwm.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@inflectionpointwm.com | 100% |
About Inflection Point Wealth Management
When clients work with Inflection Point Wealth Management, they work with advisors who care about both their investments and their future. We utilize a streamlined, efficient process to get to know our clients on a deeper level and articulate, plan for, and pursue their personal and financial goals. •Once we meet, we establish the goals and objectives you have set forth for yourself and your family and create plans based on this foundation. We work as a team to establish why you want to take action with your finances and what those decisions will help you accomplish. •Once we establish realistic goals, we set a customized plan in motion. We never fit our clients into a mold when it comes to their investments, but instead craft strategies specifically for their situation. •Once your plan is implemented, we make the effort to stay in contact and keep you on track toward your financial goals. This ongoing review is crucial for the development of the relationships we have with our clients. We echo the streamlined, efficient financial planning process laid out by the Certified Financial Planner Board of Standards. Contact us today to get started creating a financial plan aligned with your personal goals and situation.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Inflection Point Wealth Management has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Inflection Point Wealth Management has never raised funding before.
United Arab Emirates
Australia
Frequently asked questions
4.8
40,000 users
