Phone 919-342-7866. At Turnpoint Wealth, we help individuals and families navigate life's financial turning points with clarity and confidence. As independent fiduciary advisors, we provide comprehensive, goals-based financial planning tailored to your unique needs--whether you're preparing for… read more

Smythe R. said: I had some questions about my tax liabilities after some of my investments had changed. I contacted Paul is Yelp! and made an appointment. We chatted for a bit about my situation, and he was able to give me good, actionable ideas on how to best manage my tax exposure. read more

Briana H. K. said: This was a great experience. Very convenient location. In the heart of Brier Creek. Charles was great! He knew the bank's products very well! He gave me a breakdown of different products and educated me on some new products that I didn't know about. Great conversation. It was… read more