Connecting Your Financial Dots
Tailored Wealth Management
We believe serving others through good stewardship allows them the freedom to follow their true purpose.
Pontem Financial is a team of Financial Advisors with LPL Financial who work together to provide a personalized, service oriented, face to face client experience. We initiate every new client relationship with a planning mentality, realizing through our years of experience, that with a thoughtfully chosen target, better decisions prevail. In light of our collaborative process, we chose the name "Pontem," derived from the Latin word for "Bridge." Our primary purpose is to support the creation of a solid financial foundation. We are here to bridge the gap between today and the rest of your life's journey, helping to create multi generational wealth so that you can pursue your true passion!
We create strategies tailored to your goals.
We operate our business with ethics and integrity.
We're prepared to guide you through life's transitions.
Let's talk about your investment strategies.
"An investment in knowledge pays the best interest."
- Benjamin Franklin
When you work with Pontem Financial, you're part of the family. Our team of professionals has years of experience in financial services. We can help you address your needs today and for many years to come.
Our team works hand-in-hand with you, always acting in your best interest, with all your goals and dreams firmly in mind.
We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.
LPL Financial Advisor & Partner
LPL Financial Advisor