Take Point Wealth Management of Brooksville

Take Point Wealth Management of Brooksville is a wealth management firm serving individuals and families in Brooksville, Florida. The firm specializes in retirement planning, portfolio management, and tax consulting, offering personalized financial strategies tailored to each client’s unique goals. Founded in 2010 by Erick Arnett, the firm emphasizes local expertise, clear communication, and long-term client relationships. It serves clients throughout the Brooksville and Spring Hill areas, known for its strong community engagement and commitment to financial education. With a perfect 5.00 rating and positive client feedback, the firm is recognized for its reliable, client-centered approach.

The firm’s approach centers on empowering clients through education and customized planning. Led by Erick Arnett, the team includes Carmen Ramsey, Client Service Coordinator, who brings experience in business operations and client care, and Mark DiOrio, Chief Investment Officer, whose expertise supports strategic financial decision-making. Take Point Wealth Management provides ongoing resources through its blog and podcast, offering practical advice on topics such as inflation protection, estate planning, market volatility, and tax-efficient retirement strategies. The firm’s advisory services are offered through Retirement Wealth Advisors, LLC, while insurance products are available through licensed agents.

Located at 5327 Commercial Way c114, the firm sits on Commercial Way, a major roadway in the area. It is situated about half a mile from Northcliffe Boulevard, just under a mile from the Weeki Wachee River, and approximately 1.1 miles from Forest Oaks Boulevard and Mermaid Lagoon, a local attraction. The site is also near Little Spring, a natural feature within a short walking distance.

With a consistent record of client satisfaction and a focus on long-term financial wellness, Take Point Wealth Management stands as a trusted resource for residents in Brooksville seeking expert guidance in wealth planning. The firm’s deep roots in the community and dedication to personalized service make it a dependable partner for financial growth and stability in the region.