On Point Wealth Management
Finance · Florida, United States · 1-10 Employees
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Overview
Headquarters
29 State Road 60 W, Lake Wales, Florida,...Revenue
<$5 MillionIndustry
About On Point Wealth Management
On Point Wealth Management specializes in providing comprehensive financial services, including wealth management, financial planning, investment management, retirement planning, tax planning, estate planning, and end-of-life planning. The firm focuses on helping individuals, families, and businesses in Lake Wales and Central Florida increase their net worth and preserve wealth through tax-efficient strategies. Led by James M. Nelson, a Certified Financial Planner and U.S. Navy Veteran, the company emphasizes personalized service and strategic partnerships with tax and legal professionals. Their commitment extends to veterans, offering tailored financial advice and benefits assistance.Explore more
On Point Wealth Management Org Chart
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On Point Wealth Management specializes in providing comprehensive financial services, including wealth management, financial planning, investment management, retirement planning, tax planning, estate planning, and end-of-life planning. The firm focuses on helping individuals, families, and businesses in Lake Wales and Central Florida increase their... Read More
