Tara S.

About Tara S.

I appreciate the opportunity to build real depth to relationships with my clients, leveraging both my background on Wall Street and experience in the non-profit world to help them navigate finances, philanthropy and the impact wealth can create on their own family and the world around them. Since the inception of Point Wealth Management, we have been guided by a simple set of values. These values are rooted in our personal and professional experiences, our team’s commitment to excellence, and the deep relationships we’ve had the opportunity to build with our clients.‣SERVICEEvery client deserves unparalleled service. Our entire team is committed to getting inthe trenches with you in the way that we proactively communicate and execute your plan.‣INTEGRITYBeing true to your word can feel like a lost art, especially in the financial services industry. But our team is committed to the highest level of integrity, always putting our clients first and sharing even the most uncomfortable truths with the utmost respect.‣DISCIPLINEConsistent, disciplined action leads to exceptional results. Our team believes in time-tested financial strategies, leadership principles, and operational procedures that help us accomplish your goals.

Experience

1. Private Wealth Advisor

   Point Wealth Management

   Jun 2015 — Present · Melville, NY, US

   I appreciate the opportunity to build real depth to relationships with my clients, leveraging both my background on Wall Street and experience in the non-profit world to help them navigate finances, philanthropy and the impact wealth can create on their own family and the world around them.Since the inception of Point Wealth Management, we have been guided by a simple set of values. These values are rooted in our personal and professional experiences, our team’s commitment to excellence, and the deep relationships we’ve had the opportunity to build with our clients.‣SERVICEEvery client deserves unparalleled service. Our entire team is committed to getting inthe trenches with you in the way that we proactively communicate and execute your plan.‣INTEGRITYBeing true to your word can feel like a lost art, especially in the financial services industry. But our team is committed to the highest level of integrity, always putting our clients first and sharing even the most uncomfortable truths with the utmost respect.‣DISCIPLINEConsistent, disciplined action leads to exceptional results. Our team believes in time-tested financial strategies, leadership principles, and operational procedures that help us accomplish your goals.

Education

• Georgetown University McDonough School of Business

  Master of Business Administration - MBA

• Providence College

  Liberal Arts