You measure everything that matters. Your wealth should be no different.
In about 10 minutes, get a calibrated read on your financial picture across five key dimensions — net worth, cash flow, saving and investing, retirement readiness, and protection. So you’ll know what’s on track, what isn’t, and what deserves your attention now.
20–24 questions · No account logins · No financial documents · Confidential
You track your sleep, your steps, your heart rate, your macros. You know how your body is performing.
But do you know how your wealth is performing?
Most high earners can tell you what they make and what they have. Far fewer can tell you whether it’s actually working. Whether the net worth is on pace for someone in their stage of life. Whether the retirement savings rate will get them where they want to go. Whether the protection in place is enough — or more than enough.
That’s not a knowledge problem. It’s a measurement problem. There hasn’t been a good instrument for it. The Wealth Score is one.
You track everything else. It’s time to start tracking your wealth.
A clear, honest read on your financial picture.
Your Wealth Score is calculated from your responses across 13 metrics in five categories, benchmarked to people in similar financial situations. You’ll receive your results in a personalized report — typically within a few minutes of completing the assessment.
YOUR OVERALL SCORE
A single Wealth Score from 0 to 100, with a letter grade, that tells you at a glance where your financial picture stands.
CATEGORY BREAKDOWN
Five category scores — net worth, cash flow, saving and investing, retirement readiness, and protection — so you can see exactly where you’re strong and where there’s room to improve.
YOUR PERSONALIZED REPORT
A multi-page PDF report delivered straight to your inbox, with context on what each score means, what it signals, and what’s worth a conversation.
Ready to see where your wealth actually stands?
About 10 minutes. No account access. No commitment beyond the assessment itself.
About Four Points Wealth Management
Four Points Wealth Management is an independent wealth management firm based in Greenwood Village, Colorado. We work with high-earning professionals and their families to bring clarity and confidence to financial decisions — from cash flow and savings strategy to retirement planning, tax efficiency, and protection.
We built the Wealth Score because the clients we work best with tend to be people who measure things. They want a calibrated read on where they stand before they decide what to do next. The assessment is meant to give you exactly that — whether or not we ever speak.
Common Questions
Who is Four Points Wealth Management?
Four Points Wealth Management is an independent wealth management firm based in Greenwood Village, Colorado, operating as a DBA of Advisor Solutions Group, a Registered Investment Advisor. We work with high-earning professionals and their families on the full picture — cash flow, savings, investments, retirement, taxes, and protection. You can learn more about the firm at fourpointswealth.com.
What will I need to complete the assessment accurately?
A working understanding of your financial situation is all you need, basically a rough idea of what your household earns and spends, approximate account values, and a general sense of your insurance coverage. What you won’t need: exact figures, account statements, tax documents, or anything that requires logging in or pulling up records.
How precise is the score?
The Wealth Score is directional, not precise. Because the assessment uses ranges instead of exact numbers, it’s designed to give you an accurate read on where you stand without requiring you to pull up account statements. A real planning conversation, with full detail, will almost always surface nuance the score itself can’t capture. That’s a feature — the score is a starting point, not a financial plan.
What do you do with my information?
Your responses are used to generate your Wealth Score and personalized report, and to enable a representative of Four Points Wealth Management to follow up regarding your results. We do not sell or rent your information to third parties. You can request the removal of your information from our records at any time.
Will I get sales calls?
No cold calling. After you complete the assessment, you’ll receive your report by email along with an invitation to schedule a complimentary Wealth Score Review if you’d like to talk through your results. If that’s not for you, you’re welcome to keep the report and walk away — no obligation either way.
Who is this for?
The Wealth Score is built for high-achieving and aspiring professionals who are curious about where they actually stand financially. It tends to be most useful for people in their peak earning years who are working hard to grow their wealth, have meaningful assets to evaluate, and want a more honest read on whether everything is actually working together — beyond the gut check.
The score is the easy part. The clarity is what changes things.
You’ll have your Wealth Score in about 10 minutes. What you do with it is up to you — but most people who take it walk away with a clearer sense of what they’re getting right, what they’re not, and what’s worth a conversation. That’s the point.