Pointer Wealth
We are a group of financial planners that are passionate about helping others reach financial independence.
We run a Wealth Management practice for Physicians, Business Owners, and Retirees using an integrated approach to stress-free financial planning. My practice partners with Physicians, Business Owners, and the Emerging Affluent to create and implement strategies and financial plans that integrate risk management, wealth management, tax-efficient strategies, estate planning, and retirement income distribution planning – all under one roof. I am also passionate about assisting families with special needs. I am experienced in special needs planning including navigating third-party benefits and the unique issues involved in planning for a dependent with special needs. Our Team:
Chloe Chawner | Operations | [email protected] | 214.525.1091
Kyle Nelson |Planning and Investments | [email protected] | 214.525.1030
Debra Davis |Insurance | [email protected] | 214.525.1036
Kayce May | Selection | [email protected] | 214.525.1056
Malerie Grady | Marketing | 214.256.3420
10/02/2026
We are excited to announce the newest member of our team, Zachary Reinwald.
Zach is coming from a PGA Golf Professional background at Craig Ranch and will be focused on developing new client relationships and supporting the financial planning process.
He holds a Bachelor's of Science in Finance with an Emphasis in Economics from University of Nevada, Reno.
Welcome to the Pointer Wealth Team Zach!
09/29/2026
Strong Growth, Higher Rates: What Investors Should Watch Strong growth is pushing rates higher. See how investors can navigate the risks.
09/22/2026
The Fed’s latest rate decision highlights the ongoing balance between controlling inflation and maintaining economic growth. Staying informed about these economic shifts can help us make smarter financial decisions today and for the future.
The Fed Hikes Rates Amid Sticky Inflation and Strong Economic Data The Fed raised rates to try to bring inflation under control. Strong economic data gave policymakers room to act.
09/15/2026
Weekly Market Update!
Higher rates and sticky inflation test investors Sticky inflation and higher rates are reshaping the outlook. Here’s what you should know.
09/01/2026
Why policy shifts could change the market backdrop AI is boosting growth, but policy support may be less reliable. Diversification remains key.
08/21/2026
Weekly Market Update - 8/17
Why Broader Market Participation Matters Now Markets are broadening beyond tech. See why diversification still matters.
08/17/2026
Our partner, Cole Caruthers recently joined CNN Consumer Watch to discuss how rising costs and economic uncertainty are affecting major financial decisions.
The segment was distributed to more than 380 television stations across the country.
The audience for the story was younger Americans, but the planning principle is universal: define what matters, prioritize it, and build enough flexibility into your plan to adapt as life changes.
http://spr.ly/6187B1w4WN
07/29/2026
Congratulations to Cole Caruthers on being named a Forbes Best-In-State Top Financial Security Professional for the 4th consecutive year.
An incredible recognition and a testament to continued dedication to clients and excellence in financial planning.
05/15/2026
Young households are spending less and saving more. Read this article for ideas on how you can take control of your finances, and then let’s connect so we can build a plan that’s tailored to your goals.
Mindful Spending Is the New Flex: Save More, Splurge Smarter Young households are spending less and saving more. Discover how you can take control of your finances, even in uncertain times.
05/12/2026
Learning the language of finance is the first step toward deeper understanding—and better conversations—about your money.
Financial Terms Everyone Should Know Learn key terms for investing, estate planning, buying a home, and more.
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Telephone
Website
Address
5950 Berkshire Lane Ste 500
Dallas, TX
75225
Opening Hours
| Monday | 8am - 5pm |
| Tuesday | 8am - 5pm |
| Wednesday | 8am - 5pm |
| Thursday | 8am - 5pm |
| Friday | 8am - 4pm |
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