Coastal Point Wealth Management

Coastal Point Wealth Management is a trusted financial advisor in Avon, CT, offering comprehensive financial planning services tailored to your unique goals. Our experienced financial consultants specialize in investment planning, retirement planning, estate planning strategies, and tax planning strategies. We also provide expert guidance in business planning, education planning, and special needs planning. As dedicated financial planners, we deliver personalized investment services to help secure your financial future with confidence and clarity.