"Managing wealth for tax savings, preservation, and legacy."
- James M Nelson, CFP®
Like the feather pattern on the breast of a Bobwhite quail, your wealth management and tax saving objectives are unique, and your planning experience should be equally as personal. By working with estate planning attorneys and CPAs, we take a comprehensive approach to addressing your wealth management and tax saving objectives.
As the Lead Planner for On Point Wealth Management, Jimmy Nelson works with individuals, families and businesses to assist them with increasing net worth and preserving wealth through tax savings. He does this by leveraging strategic partnerships with Tax and Legal professionals, and recommending tax advantaged solutions. As a CERTIFIED FINANCIAL PLANNER™, Jimmy assures that On Point Wealth Management offers a comprehensive approach to determining the most suitable management and planning strategies for his clients.
“Each of us at On Point Wealth Management strives to assist our clients with mitigating the confusion and anxiety they experience with matters related to wealth management and tax and estate planning. I am extremely proud of the relationships we develop with our clients and how we strive to be available whenever they need us."
~ James M Nelson, CFP®
Having worked in the financial and wealth management industry since 1988, we pride ourselves in providing sound, tax saving guidance to our clients.
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James M. “Jimmy” Nelson is a Registered Representative of Realta Equities, Inc. and an Investment Advisory Representative of Realta Investment Advisors, Inc. Neither Realta Equities, Inc. nor Realta Investment Advisors, Inc. is affiliated with On Point Wealth Management. Investment Advisory Services are offered through Realta Investment Advisors, Inc., a US SEC Registered Investment Advisor, and securities are offered through Realta Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801.
Realta Wealth is the trade name for the Realta Wealth Companies. The Realta Wealth Companies are Realta Equities, Inc., Realta Investment Advisors, Inc., and Realta Insurance Services, which consist of several affiliated insurance agencies.