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Take Point Wealth Management is a financial services firm for individuals, families, companies and non-profits.

We have four local offices that we would be happy to meet with you at:

Hernando County – Main Office
5471 Spring Hill Drive
Spring Hill, FL 34606

Brooksville Office
801 South Broad St.
Brooksville, FL 34601

Citrus & Levy County
109 NE 4th St.
Crystal River, FL 34429

Tampa Bay
20625 Amberfield Dr.
Land O’ Lakes, FL 34638

For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

That’s where our firm comes in.

Whether you have significant assets to manage—or if you are just starting to accumulate wealth—we have the tools and background to provide the services that may fit your needs.

Our goal is to provide you with guidance that can help you understand and better define your financial goals. We work hard to create a mutually beneficial and respected long-term relationship with our clients and their families.

As members of the community for several years, we take pride in knowing that we have helped many people pursue the type of financial future they dreamed about.

For more information about our firm and our services, please call. We would enjoy learning more about your goals and dreams.[/vc_column_text][/vc_column][/vc_row][vc_row full_width=”stretch_row” equal_height=”yes” content_placement=”middle” bg_type=”bg_color” type=”vc_default” css=”.vc_custom_1498804043002{padding-top: 70px !important;padding-bottom: 20px !important;}” bg_color_value=”#f5f5f5″][vc_column css=”.vc_custom_1498755622313{padding-bottom: 50px !important;}” offset=”vc_col-lg-8 vc_col-md-7″][ultimate_heading main_heading=”About Erick Arnett” alignment=”left” sub_heading_font_size=”desktop:20px;mobile_landscape:15px;” sub_heading_line_height=”desktop:32px;mobile_landscape:22px;” main_heading_margin=”margin-bottom:30px;” sub_heading_margin=”margin-bottom:30px;” main_heading_style=”font-weight:bold;” main_heading_font_size=”desktop:40px;” main_heading_line_height=”desktop:46px;” sub_heading_style=”font-style:italic;”]

Erick and his team are experienced independent investment and tax advisors who have been helping individuals, families, and business owners for over 20 years. They work to help clients pursue their financial goals and work toward financial freedom.

Erick is most proud of his military service and the values, ethics, and principles he learned as a soldier serving his country. He chose the name Take Point Wealth Management to honor fallen comrades and the soldiers and leaders still serving today.

Erick feels a sense of duty to help protect those around him. He and his team believe in helping clients pursue financial freedom by taking point and leading retirees into retirement.

Erick has an extensive background in retirement planning, financial planning, 401(k) analysis, portfolio management, tax planning, asset allocation, trust management, and wealth strategies.

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