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
ZI Rank: 1
Signal Type
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ZI Rank
1
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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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Revenue
Number of Employees
Type
Funding
Founded In
$9.3M
11-50
Private
<$5M
2012
Jason HerberFounding Partner. Senior Wealth Advisor, Chief Financial Officer
<$5M
11-50
Private
-
1979
AI
Ariel ImasDivision President, Kingswood Investments Llc, Kingswood Capital Partners
Company Profile Activity
Activity Insights
On Point Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
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On Point Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about On Point Wealth Management.
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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
