Point Comfort Wealth Management

Point Comfort Wealth Management Charting Your Course to Financial Freedom! Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor.

At Point Comfort Wealth Management our mission is simple: to help you successfully navigate into and through retirement. We specialize in selecting investment tools and financial strategies aligned with your needs that seek to protect and grow your wealth. We take the time to discover what’s important to you, guide you through rough economic conditions, and review and monitor your financial strate

gies as your family grows and your needs change. We pride ourselves in providing personal care and comprehensive services, including investments, insurance, estate planning, education planning, tax strategies and financial planning. Member FINRA/SIPC finra.org sipc.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

We had an amazing time at the 36th annual Steak 'N Burger event, where Point Comfort was a proud sponsor. It's always a ...
03/25/2024

We had an amazing time at the 36th annual Steak 'N Burger event, where Point Comfort was a proud sponsor. It's always a joy to support the Boys & Girls Club of the Virginia Peninsula, especially with Steve serving as Chairman of the board. We were thrilled to welcome Jay Harris from ESPN SportsCenter as a new board member this year. Thank you to everyone who came out to support this great cause!

To learn more about the Boys & Girls club please visit their website: https://hubs.li/Q02qCfZW0

Exciting news! Jennifer Daknis has been honored with LPL Financial's Ascent Level Club award. This distinction celebrate...
02/22/2024

Exciting news! Jennifer Daknis has been honored with LPL Financial's Ascent Level Club award. This distinction celebrates a select group of advisors on ambitious growth trajectories, who have achieved excellence in financial guidance. Congratulations, Jennifer! 🎉

Jennifer, Britney, and Chase volunteered at the 8th Annual Red Kettle Classic, a golf tournament held at Kiln Creek Golf...
12/06/2023

Jennifer, Britney, and Chase volunteered at the 8th Annual Red Kettle Classic, a golf tournament held at Kiln Creek Golf & Country Club. This incredible event has managed to raise over $250,000 to support various programs for the Virginia Peninsula Salvation Army. Point Comfort Wealth Management is proud to be an annual sponsor of this event, and Daknis herself has served on the Advisory Board of Directors.

We are pleased to announce that Chase Daknis (Wealth Manager Assistant) and Kelsey Swigart (Branch Operations Manager) h...
10/19/2023

We are pleased to announce that Chase Daknis (Wealth Manager Assistant) and Kelsey Swigart (Branch Operations Manager) have both passed the Series 7 General Securities Representative Exam. This exam is considered one of the most difficult of all the securities licensing exams. Chase and Kelsey currently hold their Series 7 registrations with LPL Financial.

Roland George, Kirt Roberts, Don Suits, and Steve Sigmon (by far the worst golfer in the group) came out to support the ...
08/09/2023

Roland George, Kirt Roberts, Don Suits, and Steve Sigmon (by far the worst golfer in the group) came out to support the Virginia Peninsula SPCA’s 1st annual “Who’s Your Catty” golf tournament at the Golden Horseshoe gold course in Williamsburg, Virginia on August 2nd. The weather was perfect, course was immaculate, and tournament couldn’t have been managed any better…and all for a great cause!

“Keekers”, Steve’s SPCA cat and one of the great loves of his life, is featured on their hole sponsorship sign. Well done SPCA!

"We must be free, not because we claim freedom, but because we practice it"- William Faulkner. Happy Independence Day! P...
07/04/2023

"We must be free, not because we claim freedom, but because we practice it"- William Faulkner.

Happy Independence Day!

Please note that Newport News and Williamsburg's Point Comfort Wealth Management offices will be closed today.

Point Comfort Gives Back!For the 9th year in a row, Point Comfort Wealth Management has been a Gold sponsor of the “Baco...
05/26/2023

Point Comfort Gives Back!

For the 9th year in a row, Point Comfort Wealth Management has been a Gold sponsor of the “Bacon Bash – A Bacon, Beer & Bourbon Affair”, a signature fundraising event hosted by The Rotary Club of Warwick at City Center.

Contact us today: https://hubs.li/Q01RmW6t0

Point Comfort’s own Stephen Sigmon attended a Newport News Police Foundation “Friends of the Badge Breakfast” and sat at...
04/28/2023

Point Comfort’s own Stephen Sigmon attended a Newport News Police Foundation “Friends of the Badge Breakfast” and sat at a table sponsored by the Boys & Girls Clubs of the Virginia Peninsula. Find out more about the Foundation here: https://www.nnpolicefoundation.org.



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Jennifer and Ashley recently participated in a Virtual Floral Experience celebrating Women’s History Month. Along with...
04/25/2023

Jennifer and Ashley recently participated in a Virtual Floral Experience celebrating Women’s History Month. Along with several other LPL Advisors, they demonstrated that art and work don’t have to be mutually exclusive. Check out these beautiful bouquets!

April 18th is this year’s tax deadline. Take advantage of those three extra days to file!
04/15/2023

April 18th is this year’s tax deadline. Take advantage of those three extra days to file!

Address

701 Town Center Drive, Ste 104
Newport News, VA
23606

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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