Tuesday, March 21, 2017

About Seattle-Area Financial Advisor Firm Pacific Point Advisors

Pacific Point Advisors, www.pacificpointadvisors.com, is a Seattle-area financial advisor firm led by CEO & CCO Norm Weaver. Norm has almost 40 years of experience in the financial industry and has seen many of his clients achieve their dreams and goals. He uses a disciplined and integrated approach to his areas of focus including retirement, estate and tax planning, as well as wealth preservation. Norm is a graduate of Franklin University with a BA in Business Management. He spent a large part of his career as a Senior VP with American Express and Ameriprise before returning to his financial advisor role in 2001. Norm is a husband and father to four sons. He and his wife, Lori enjoy boating, golf and traveling. He is a member of the Seattle Yacht Club.

About Pacific Point Advisors

Our overarching investment philosophy is to build diversified portfolios that seek to identify investment opportunities that correlate to each client’s targeted risk profile. By asking the right questions and carefully listening to our client’s goals, we construct personalized solutions.

The core tenets of our philosophy can be characterized as follows:
  • We believe a well-diversified portfolio will add significant value over-time...
  • We strive to maintain fully invested positions in virtually all economic environments and market conditions...
  • We utilize an array of investment strategies and portfolio construction techniques to meet client needs...
  • Customized Investment Strategy Development
  • Proprietary Asset Allocation Model
  • Disciplined Investment Selection Process
  • Proactive Monitoring and Rebalancing
You can read more about Pacific Point Advisors at: http://pacificpointadvisors.com/about-us/