Make informed financial decisions and invest with confidence.
Five Point Investments is an independent advisory firm based in Lakewood, NJ, dedicated to helping individuals and families make informed financial decisions and invest with confidence.
Our Advisory Services
Straightforward, personalized guidance to help you make informed decisions, plan for the future, and achieve your financial goals.
Account Setup & Portfolio Design
Seamless account onboarding and custom portfolio creation aligned with your risk tolerance, financial timeline, and personal objectives.
Ongoing Portfolio Management
Continuous monitoring, disciplined rebalancing, and regular reviews to keep your investments responsive to economic shifts and on target.
Education Savings & 529 Planning
Targeted education funding strategies utilizing tax-advantaged 529 plans, custodial accounts, and milestone savings roadmaps for your children and family.
Retirement & Life Milestones
Holistic roadmaps for life transitions—from homeownership and business ventures to sustained, resilient retirement income planning.
Charitable Giving & Tzedakah
Maximizing your Tzedakah goals through Donor-Advised Funds (DAFs) and appreciated asset donations to support meaningful causes tax-efficiently.
Schedule A Conversation
Reach out directly to connect with our advisory team.