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Comprehensive and coordinated wealth management solutions.  Built for you.

 


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We start on your F.R.I.D.A.Y.™

 

Then help you get F.I.T.


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From AtwoB

Act.  Build.  Balance.
 

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What We Do

Our Mission is To Promote Happiness by Aligning Your Money with what You Value Most. We do this by providing coordinated financial, investment and tax solutions, adjusted to your evolving life.

Comprehensive Wealth Management

Financial Planning

Investment Management

Tax Services

Why We're Different

All financial advisors are the same, right?  Wrong.  AtwoB is different because we are:

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Independent and Owner-Operated

We built this firm to focus on clients first, so we engage you as essential partners in our business.

Unbiased

We do not sell products or earn commissions,  eliminating any conflicts of interest.

Fiduciaries

We are legally obligated to act in your best interests 100% of the time.

Coordinated

We provide Financial, Investment and Tax Planning services under one roof with an integrated approach.

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Home

Are you a business owner that provides a retirement plan?

There are 5 Simple Truths that you should know.


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How We Do It

We’ve developed an integrated planning and investment experience to help you enjoy the journey from where you are today to where you want to go.

 

Our Process

Act.  Build.  Balance.

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Investment Philosophy

Control the Controllable

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Portfolio Construction

Finding the Right Investment Mix for You

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Our People

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Michael A. Tom, CFA®, CFP®

Jeff Wund

Todd Rebori, CFA®

Our Blog

Check Out our Latest Insights On the Economy, Markets and Important Financial Planning & Tax Developments.

Latest Blog Posts

Big Picture and Key Takeaway

Submitted by AtwoB (Point B Planning, LLC) on January 14th, 2023

4th Quarter 2022

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Big Picture and Key Takeaway

Submitted by AtwoB (Point B Planning, LLC) on October 13th, 2022

3rd Quarter 2022

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Big Picture and Key Takeaway

Submitted by AtwoB (Point B Planning, LLC) on July 13th, 2022

2nd Quarter 2022

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Contact Us

We would love the opportunity to become your trusted advisor.

AtwoB (Point B Planning, LLC)

Phone: 914.302.3233
Toll Free:
Email: info@atwob.com

Located in Westchester, NY

23 Parkway, 2nd Floor
Katonah, NY
10536 United States

 

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  • Legal, privacy, copyright and trademark information

View AtwoB's Client Relationship Summary-Form ADV Part 3 ("CRS") here.

There are no warranties implied.

Point B Planning, LLC d/b/a/ AtwoB (“RIA Firm”) is a registered investment adviser located in Katonah, NY. Point B Planning, LLC d/b/a/ AtwoB may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Point B Planning, LLC d/b/a/ AtwoB’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Point B Planning, LLC d/b/a/ AtwoB’s web site on the Internet should not be construed by any consumer and/or prospective client as Point B Planning, LLC d/b/a/ AtwoB’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Point B Planning, LLC d/b/a/ AtwoB with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Point B Planning, LLC d/b/a/ AtwoB, please contact the state securities regulators for those states in which Point B Planning, LLC d/b/a/ AtwoB maintains a registration filing. A copy of Point B Planning, LLC d/b/a/ AtwoB’s current written disclosure statement discussing Point B Planning, LLC d/b/a/ AtwoB’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Point B Planning, LLC d/b/a/ AtwoB upon written request, or by clicking here. Point B Planning, LLC d/b/a/ AtwoB does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Point B Planning, LLC d/b/a/ AtwoB’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.

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