WHO WE ARE
Built Around You. Guided By Precision.
Independent advice. Meaningful relationships. Personalized guidance designed to simplify complexity and help you move forward with confidence.
WHY POINT ONE
A Different Kind of
Wealth Management Experience.
Point One was founded to redefine the Wealth Management experience.
As your full-service wealth partner, we were built for YOU.
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There is no “one-size-fits all” in Wealth Management. Your goals, priorities, and circumstances should drive every recommendation. At Point One, we provide comprehensive services, tailored to you.
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The strongest financial plans are built on trust, communication, and partnership. We believe financial advice works best as a relationship, not a transaction. We walk alongside our clients through life's opportunities, transitions, and challenges. Our clients receive a full-service wealth partner for the road ahead.
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Good advice doesn't make life more complicated — it helps bring clarity. We help you simplify the complex and organize your financial life.
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Precision in the Planning.
Peace of Mind in the Outcome.
True wealth is more than numbers on paper. It's knowing your financial life is aligned with what matters most and having confidence in what’s ahead.
Meet The Founder
Logan E. Green, CFP®
Founder, Wealth Advisor
Most wealth management firms are built to serve the firm. Point One was built to serve you.
Logan Green founded Point One Private Wealth after recognizing a disconnect that too many clients experience: advisors who are knowledgeable, but not truly independent. Firms that are capable, but not fully aligned with the people they serve.
Point One was his answer to that problem — an independent, fiduciary firm built entirely around the client relationship, with no outside incentives and no competing interests. He founded Point One on a simple belief: financial advice should begin with people, not products.
Today, he works with individuals and families to simplify complex financial decisions, build personalized strategies, and serve as a trusted partner through every stage of life.
Outside the office, he enjoys spending time with his wife & two sons and remains deeply connected to the motorsports community.
“My vision in founding Point One was to design a different kind of wealth management experience, built on long-term relationships and focused on delivering peace of mind. This comes from an understanding that successful financial planning is measured in decades, not days.
As a lifelong motorsports enthusiast and former race car driver, I saw the value in precision – every decimal matters. A race can be won or lost by just 0.1 seconds. Building wealth is the same – the smallest details compound into the biggest results. From this conviction, Point One Private Wealth was born.”
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LOGAN E. GREEN, CFP® | Founder
Ready to talk?
No obligation. Just a conversation about where you are and where you want to go.