CPWealth, Neighbor

City Point Wealth Management is a boutique financial planning and investment management firm located in the center of Winchester, Massachusetts. It provides comprehensive wealth management services to individuals, families, and small businesses.

The firm caters its services to those who seek to improve their financial situation. Whether you are just beginning your career, you are a successful corporate executive or small business owner, or you are approaching or in retirement, City Point Wealth Management's financial planners will create and assist you in the implementation of customized planning strategies to achieve your unique financial and life goals.