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Brenton Point Wealth Advisors LLC 900 Third Avenue New York, NY 10022 2124511400 www.brentonpoint.com FORM ADV PART 2A APPENDIX 1 Wrap Fee Program Brochure Brenton Point Solutions July 11, 2017, This

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How to fill out brenton point wealth advisors

1. To fill out Brenton Point Wealth Advisors, follow these steps:
2. Start by gathering all necessary financial documents, such as bank statements, investment statements, tax returns, and insurance policies.
3. Prepare a list of your financial goals and priorities, including short-term and long-term objectives.
4. Schedule a meeting with a Brenton Point Wealth Advisor to discuss your financial situation and goals.
5. During the meeting, provide the advisor with the necessary documents and information.
6. Engage in a comprehensive discussion with the advisor about your current financial situation, investment preferences, risk tolerance, and desired outcomes.
7. Based on the information provided, the advisor will craft a personalized financial plan and investment strategy tailored to your needs.
8. Review the proposed financial plan and investment strategy with the advisor, seeking clarification and asking any questions you may have.
9. Once you are satisfied with the plan, authorize the advisor to execute the recommended investment actions on your behalf.
10. Regularly communicate with your Brenton Point Wealth Advisor to stay updated on your investments, review progress, and make adjustments as necessary.

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1. Brenton Point Wealth Advisors caters to a broad range of individuals and entities, including:
2. - High-net-worth individuals who seek personalized wealth management services
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10. Brenton Point Wealth Advisors offers a tailored approach to wealth management, providing guidance and strategies suited to each client's unique circumstances and financial objectives.

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What is Brenton Point Wealth Advisors?

Brenton Point Wealth Advisors is a wealth management firm that provides investment management and financial planning services to individuals and families.

Who is required to file Brenton Point Wealth Advisors?

Individuals and families who use the services of Brenton Point Wealth Advisors are required to file.

How to fill out Brenton Point Wealth Advisors?

To fill out Brenton Point Wealth Advisors, clients need to provide information about their financial goals, risk tolerance, and investment preferences.

What is the purpose of Brenton Point Wealth Advisors?

The purpose of Brenton Point Wealth Advisors is to help clients achieve their financial goals through personalized investment management and financial planning.

What information must be reported on Brenton Point Wealth Advisors?

Clients must report their financial assets, income, expenses, and investment holdings on Brenton Point Wealth Advisors.