Wealth Advice Done Right
About Us
At Inflection Point Wealth Advice, we focus on what matters to you. We want to help you reclaim your freedom and set the stage for generational legacy. We believe that your financial life is too important to compromise, so we’ve built our business around delivering measurable positive outcomes with fair and reasonable fees. In other words, we focus on what moves the needle for you, not for the firm.
Andy Garrison
MBA, CFP®, CSRIC™, CKA®, CRPC®, BFA™
Andy Garrison has worked in wealth management for 17 years to develop a deep understanding of what it takes to manage wealth successfully. In the last several years, he has put his beliefs to the test by helping clients from all walks of life navigate their finances. He has seen firsthand the positive impact that sound financial planning can have on families.
Andy is passionate about helping people improve their financial well-being and reach their goals. If you’re a results-focused, detail-minded person, there’s a good chance you share something in common with Andy. He believes everyone deserves access to quality financial advice and is dedicating the next several chapters of his career bringing that to life.
Jack Giardino
CFP®
Jack Giardino is experienced financial planner who studied at one of the best universities in the world. He’s spent the last three years working alongside Andy, and he’s been a great asset to the team. He’s always on the lookout for new opportunities, and has helped countless clients improve their financial situation.
If you want someone who knows what they’re doing and can help you make smart decisions about your money, you’ll want Jack on the team. Jack works closely with Andy every day and can always be counted on to make sure the right things get done for clients.
We’re Inflection Point Wealth Advice
What You Can Expect
At Inflection Point Wealth Advice, we’re focused on delivering measurable positive outcomes for our clients while always staying true to our core values.
Freedom
We work to create economic and time freedom for those we serve.
Integrity
We do the right thing now and keep our word to clients and ourselves.
Responsiveness
We operate with intention, respond quickly, act fast, and always follow through.
Meaningfulness
We do meaningful work that inspires and makes a difference for our client-families.
Inflection Point Wealth Advice
Our Commitment to You
Whether you’re looking to manage wealth or plan for your future, the key to success is being authentic and genuine to your values. At Inflection Point Wealth Advice, we believe that moving fast and getting things done is the best to help our clients achieve their goals. We focus on what works best for each unique situation.
We also take pride in creating a fun, dynamic environment where communication is open, honest, and authentic. Our flexibility and willingness to adapt to changing circumstances set us apart, allowing us to stay at the forefront of new developments and innovations in financial planning and investing all while making it a pleasant and productive experience for clients.