We’re ready to help.
Contact Fourth Point Wealth today.
No one wants to worry or feel confused about money, but many people lack knowledge and confidence in their investment strategy. They don’t have a process to reach their goals and ease their anxiety.
Chris Janeway founded Fourth Point Wealth to provide simplicity and clarity for investors. We’ve developed a process to demystify the investing experience so our clients have a strategy for retirement, improve their financial wellness and invest confidently.
We help employers enhance the retirement plan they provide and help employees thrive. By providing custom solutions, Fourth Point Wealth helps reduce regulatory and administrative challenges and mitigate complex decisions about investment choices. Employee plan participation often improves with a Fourth Point solution, good for the employer and employees. We collaborate with influential organizations throughout California that serve the needs of state employers and employees and understand the realities nonprofit and for-profit employers face every day.
Fourth Point Wealth is proud to be part of an exclusive national network of PlanMember Financial Centers nationwide. We understand the unique needs of California residents, especially those who work in the field of education, including public employees, educators and employees of other nonprofit organizations. PlanMember and Fourth Point Wealth are a core provider, selected to offer investment options to California public employers and their employees.
Schedule a meeting or contact Fourth Point Wealth today at (949) 662-8090 to learn more.