General Info

Led by Scott Livingston, the 5 Point Financial team is the key element in the creation of the unique, customized planning and wealth management solutions that our clients depend on. Behind the scenes our investment managers, brokers, compliance professionals, insurance agents, estate planning and philanthropy experts all contribute to the ongoing support of our clients. Together we help you simplify your financial life so you can spend more time cultivating whatâ??s important to you, as you define it.