Turnpoint Wealth Information

Turnpoint Wealth is a retirement planning firm in Raleigh, NC, for professionals in their 50s and 60s. Tyler Brown, CFP®, founded the firm in 2025. The last working years and the first years of retirement are when the big decisions start to overlap: when to retire, how much you can spend, which accounts to draw from first, when to claim Social Security, how to cover healthcare before Medicare, and what to do with company stock. We look at those decisions together, so you can see how each choice affects the others. Tyler brings 18+ years of experience at Fidelity Investments, Fisher Investments and Edelman Financial Engines. As a CERTIFIED FINANCIAL PLANNER® professional and investment adviser representative, Tyler acts as a fiduciary when providing financial advice to clients. Our services: → Retirement planning → Retirement income and tax-aware withdrawals → Social Security and Medicare planning → Investment management → Equity compensation and concentrated stock → 401(k) and rollover decisions Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC ("RFG Advisory" or "RFG"), a registered investment advisor. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. Turnpoint Wealth and RFG Advisory are unaffiliated. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.