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"Serving Clients With Objective, Independent Advice"

Investment Strategies

We create strategies that are tailored to your needs and goals.

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Insurance Services

Years of experience have prepared us to guide you through your life transitions.

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Legacy Planning 

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Retirement Planning

Retirement can have many meanings. For some, it will be a time to travel and spend time with family members. For others, it will be a time to start a new business or begin a charitable endeavor.

Regardless of what approach you intend to take let's have a conversation how I can help you plan for retirement or if already retired check on your retirement plans.

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Client Centered

3 Point Wealth Strategies is built on a foundation of thoughtful client relationships.

With over 2+ decades of experience, Jerry has brought sound advice for clients in both investment and retirement planning, being objective and completely Independent.

Meet Jerry Butts

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