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  1. Home
  2. What We Do
  3. Investment Management

Investment Management

You work hard, save money, and have a strong sense for what’s important to you.  The next step is to have your money start working more effectively.  We believe, an appropriately structured portfolio of investments can help you grow your savings over time and accelerate your financial progress.  We feel that successful investing starts and ends with properly managing the risks associated with financial markets while reaping the natural rewards that accrue to disciplined investors.  We formulate customized investment portfolios for each of our clients while accounting for your specific feelings about taking risk.

Our investment services include:

  • Finding Your “Comfort Zone”
  • Customized Portfolio Construction
  • Workplace Retirement Plan Review
  • Tax Location
  • Investment Selection
  • Ongoing Management and Progress-Tracking
  • Online Access 

Please see our investment philosophy and portfolio construction descriptions for an in-depth discussion of our approach to managing investment risk and delivering long-term returns.

What We Do

  • Wealth Management
  • Financial Planning
  • Investment Management
  • Tax Services

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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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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