To contact Edgepoint Wealth Management, use the request form on this page; a first conversation is for deciding whether we can help with your pension, TSP and second-career income. The office is at 300 South Edison Avenue, Tampa, FL 33606, United States.
Here's what usually follows. A member of our team reads your form and replies to set up a video call or phone call. Then you talk through your situation, and you leave with a clear idea of whether to go further.
Who reads your message, and what they ask back
A person on our team reads it, not a bot. The reply usually asks 2 or 3 things: when you left or plan to leave active duty, whether your pension has started, and roughly what sits in your TSP and other accounts.
You don't need statements in hand. Round numbers are fine.
Three questions veterans often bring to Edgepoint Wealth Management
Most people start with something narrow. How much of a monthly income draw can the pension cover, so the TSP isn't carrying the whole load? Should a TSP balance stay where it is after separation, or does a rollover make sense? And how does a second-career salary change the tax picture in the first few years?
Edgepoint Wealth Management advisors answer these from the income side first. Investment choices come after we know what the monthly draws need to be.
What you can ask without committing to anything
Sending the form doesn't sign you up for anything. You can ask how we'd approach your pension and TSP together, what a playbook from us covers, or whether your situation is even a fit for the $500,000 client minimum.
If the answer is no, or not yet, you've lost nothing. We'd rather you decide with the facts than feel pushed.
Working together from wherever you're stationed
Clients in all 50 states meet us over video calls and by phone, which suits a life of moves and deployments. If you're near Tampa, you can also come to the office. Hours are by appointment.
Edgepoint Wealth Management contact details
Edgepoint Wealth Management, Inc.
300 South Edison Avenue, Tampa, FL 33606, United States
Areas we serve
Advising clients coast to coast, online and by phone; in person at the Tampa office.
Frequently asked questions about Edgepoint Wealth Management
Do I have to move my TSP or pension accounts just to have a first conversation?
No. Nothing has to move for a first conversation. You can ask questions about your TSP, pension and other accounts, and any change would be discussed separately, with the cost of it explained, before you decide.
What happens to the details I put in the request form?
A member of our team reads what you send in order to reply and prepare for the conversation. Keep it short: your situation in a few lines, such as years of service and whether a second career is in view. Leave out account numbers and Social Security numbers.
Can I meet by video or phone from overseas or another base, and what does the first meeting cost?
Yes. Video and phone work from any of the 50 states, and the office in Tampa is optional. Every fee is listed in the client agreement, and nothing outside that list is charged. Meetings are by appointment.