Wynn Point Financial

Wynn Point Financial Wynn Point Financials' mission is to build and protect your legacy with tech-forward financial planning.

From young professionals to 8-figure business owners, we specialize in risk management, insurance, asset management, and qualified retirement plans.

05/30/2026

So you are thinking about making a series of gifts protected from gift tax by the annual exclusion, or a large gift sheltered from gift tax by the applicable exclusion amount, but have concerns about losing access to the gifted property or its income if circumstances change. If you are married, one....

05/27/2026

AI-generated investment portfolios are highly concentrated in large-cap tech stocks, particularly semiconductors, according to a new National Bureau of Economic Research working paper.

05/23/2026

It can take creativity, patience, and hard work to make the “working-longer” retirement strategy work for you.

05/20/2026

Longevity planning misses out on the importance of community and connection, which research shows to be the best driver of health and a long life.

05/16/2026

If the spring season has brought an urge to scrub your living space from top to bottom, why not clear out the digital detritus cluttering your electronic devices and online accounts at the same time?

05/13/2026

Oil supply remains ample, but jet fuel and petrochemical feedstocks are tightening. Goldman Sachs warns fuel buffers are depleting fast, raising risks to aviation and industry. Refining bottlenecks and trade frictions drive shortages despite ample crude supply.

Thank you for hosting us Maryland Chiropractic Association (MCA)! It was great to meet all the members and partners of t...
05/11/2026

Thank you for hosting us Maryland Chiropractic Association (MCA)! It was great to meet all the members and partners of the MCA at the Spring Forum.

05/09/2026

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Address

Edgewater, MD

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+14102946996

Website

https://www.linkedin.com/company/wynn-point-financial, http://www.sipc.org/, http:/

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