Introducing Point One Private Wealth
Point One Private Wealth is an independent wealth management firm founded by Logan Green, CFP®, and built around a straightforward belief: wealth management should be designed around the client—not the firm.
Point One brings together Logan’s experience advising individuals and families with a more personal, independent approach to financial planning and investment management.
Financial decisions are rarely isolated. Investments, taxes, retirement, estate planning, business interests, and family priorities are deeply connected. Our role is to bring those pieces together, simplify the complex, and help clients move forward with greater clarity and confidence.
Wealth Management Built Around Your Life
Every client’s circumstances, priorities, and goals are different. That is why Point One begins by understanding the complete picture—not by starting with a product or predetermined solution.
Our comprehensive wealth management services include:
Financial Planning
Investment Management
Tax Planning and Strategy
Retirement Planning
Family and Legacy Planning
Our approach is personal, coordinated, and designed to evolve as life changes. We believe successful wealth management requires more than investment advice. It requires an understanding of how every part of a client’s financial life works together.
Why Point One
Point One was created to offer a different kind of wealth management experience—one built on independence, personal relationships, and a commitment to placing each client’s interests first.
The name reflects our belief that small details matter. In both financial planning and motorsports, precision can make a meaningful difference. Every decision, adjustment, and opportunity can contribute to the long-term outcome.
Our goal is not simply to manage investments. It is to serve as a trusted partner through the financial decisions that shape your life.
Who We Serve
Point One works with individuals, families, and organizations that value clarity, coordination, and a long-term relationship with their advisor, including:
High-Net-Worth Individuals and Families
Corporate Professionals and Executives
Business Owners and Entrepreneurs
Retirees and Pre-Retirees
Charitable Organizations and Foundations
Through our Point One Motorsports Advisory solution, we also provide specialized financial planning and wealth management for drivers, team owners, business owners, sponsors, media personalities, families, and other professionals throughout the motorsports community.
Meet Logan Green, CFP®
Point One Private Wealth was founded by Logan Green, CFP®, a wealth advisor committed to helping individuals and families simplify complex financial decisions and build strategies aligned with what matters most to them.
Throughout his career, Logan has seen the difference that capable advice, personal attention, and a well-coordinated financial strategy can make in a client’s life. He created Point One to provide an independent advisory relationship where clients feel known, valued, and confident that their financial lives are being managed with care and precision.
A lifelong motorsports enthusiast and former race car driver, Logan also brings a personal understanding of the motorsports community and the unique financial complexities faced by those working within the industry.
The Point One Experience
Point One Private Wealth was created to provide clients with an enduring advisory relationship built on clarity, coordination, and personal attention.
We are based in the Nashville area and serve clients nationwide. Wherever our clients are located, our purpose remains the same: to help them make informed financial decisions and move forward with greater confidence and peace of mind.
Welcome to Point One Private Wealth.
