WealthPoint Investment Management i an independent financial planning firm dedicated to helping clients plan for retirement.
Paul Loyacono is an investment manager and the founder of WealthPoint Investment Management, an independent financial planning firm dedicated to helping clients plan for retirement while minimizing the risk of their investments. Paul has more than a decade of experience in the financial services industry and is passionate about making a positive impact on his clients’ lives.
He works with a wide variety of clients, from millennials to retirees in Ridgeland, Madison, Jackson, Tupelo, the Delta ...
Paul Loyacono is an investment manager and the founder of WealthPoint Investment Management, an independent financial planning firm dedicated to helping clients plan for retirement while minimizing the risk of their investments. Paul has more than a decade of experience in the financial services industry and is passionate about making a positive impact on his clients’ lives.
He works with a wide variety of clients, from millennials to retirees in Ridgeland, Madison, Jackson, Tupelo, the Delta and Vicksburg, Mississippi as well as throughout the South. Many of his clients work for privately held companies in Mississippi or own their own businesses throughout the South.
How Paul Can Help
Clients choose to work with Paul because of his proactive and disciplined investment process. His team has a structured method for selecting investments to minimize risk and avoid unnecessary losses. He understands that his clients worry about another financial crisis and uses a careful process for choosing investments, monitoring and updating his firm's investment selection on a regular basis.
Meet Paul
Paul resides in Madison, Mississippi with his wife and three daughters. Together they spend the weekends attending the girls’ tennis and soccer games. In his free time, Paul enjoys golfing, duck hunting, and going to church with his family. He recently served on the board of the Make-A-Wish Foundation, Friends of Children's Hospital and St. Anthony Catholic School Advisory Council.
Financial Planning specialties include portfolio management, financial planning, retirement planning, estate planning, holistic financial planning (401K rollovers), comprehensive wealth management, and high net worth solutions. Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to 'Contact Info' section above.
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