About

Meet Jeremy Reif and Jere Smith, financial advisors of Point Wealth Management.

Jeremy Reif, CRPS

Jeremy Reif, founder of Point Wealth, LLC, has worked in the investment advisory business since 2005. He is regarded as one of the top retirement professionals in the area, committed to maintaining the highest standards of integrity and professionalism in his relationships, and believes the key to success is honesty. Jeremy has been featured on Annuity123

Jeremy was born and raised in Wausau, WI where he lives with his wife, Jessa, and children, Carson, Easton and Alder. Family is the most important thing in his life.

Registered Representative with TCM Securities, Inc., Member FINRA/SIPC

What We Do & How We Can Help

We’re never too busy to help someone you care about. If you have friends, family, or coworkers who could use our help, we invite you to share our story with them by forwarding this link. It’s our goal to help people like you by offering unbiased financial guidance!

Jere Smith, CLU, CFP

Jere Smith helps great people create financial success. He specializes in working with individuals, families and businesses for financial planning, retirement planning, and portfolio management. He is a Certified Financial Planner and Chartered Life Underwriter, and has written an article that appeared on FORTUNE.com.

Clients have been seeking his expertise for almost a decade. He is relentless in aiming to genuinely understand each unique client and bring them added financial success. Jere is most driven by his family — his wife, Laura, his son, Grady, and his daughter, Everly. He is an avid outdoorsmen and serves as the President of Friends of the Mead/McMillian Wildlife Association, Inc. a non-profit group that provides education and support for a central Wisconsin wildlife area consisting of over 33,000 acres.

What We Do & How We Can Help

We’re never too busy to help someone you care about. If you have friends, family, or coworkers who could use our help, we invite you to share our story with them by forwarding this link. It’s our goal to help people like you by offering unbiased financial guidance!