Built for Life’s Turning Points

Inflection Point was founded on the idea that financial planning should evolve with your life. We’re here for the moments when things change—and for everything that comes after.

About Us

An inflection point is a moment of significant change—when momentum shifts and new possibilities emerge. At Inflection Point Wealth Management, we believe these moments aren’t just mathematical concepts—they’re real-life turning points in your career, business, and financial journey. That belief drives everything we do.

Built for Change, Designed to Serve

We created Inflection Point to break away from outdated systems and put clients first. By embracing new tools, technologies, and ideas, we’re able to provide more personalized guidance that reflects where you are—and where you’re going.

Challenging the Status Quo

Most financial firms stick with how things have always been done—rarely evolving or adapting to the world around them. We take a different approach. At Inflection Point, we believe your financial plan should grow and shift with you, not remain stuck in the past.

People First. Process Driven.

We don’t lead with products or generic solutions. Instead, we take the time to understand what matters most to you. That insight shapes a clear, actionable strategy we refine over time—so you can stay focused on what matters most.

Meet The Team

Aaron Klemm

Aaron Klemm, CFP®

Aaron is the founder of Inflection Point Wealth Management, which he launched in 2017 after eight years at a large national financial services firm. With a degree from Grand Valley State University, Aaron brings a client-first approach, combining deep industry experience with a commitment to building lasting relationships. He believes financial planning should be clear, collaborative, and built around each client’s personal goals.

Outside of work, you’ll find Aaron on the golf course or enjoying time on the water with his wife Samantha and their three boys—Noah, Grayson, and Brooks.

Nolan Venema

Nolan Venema

Nolan joined IPWM in 2022, bringing a strong background in the mortgage industry and a passion for helping clients make confident financial decisions. A proud Grand Valley State University graduate, Nolan takes pride in creating personalized strategies that help families and individuals navigate life’s financial turning points.

When he’s not working with clients, Nolan enjoys golfing, spending time with his wife Missy and family, and cheering on University of Michigan athletics.

Let's Talk about What's Next

We’re ready to walk through your options, answer your questions, and help you move forward.