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863-456-4768
Lake Wales Financial Advisor
WELCOME TO ON POINT WEALTH MANAGEMENT
"Managing wealth for tax savings, preservation, and legacy."
- James M Nelson, CFP®
LAKE WALES FINANCIAL PLANNING SERVICES
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Financial Planning
Button- Financial Planning solutions built for tax efficiency and longevity.
- Insulating financial assets with long-term care protection.
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Retirement Planning
Learn More- Tax efficient retirement income.
- Enhanced Roth IRA Conversion: Reduce Roth Conversion Taxes.
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Distinctive Wealth Management and Financial Planning Services
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.
- Wealth Management
- Reduce taxes
- Increase and preserve wealth
- Financial Planning
- Planning solutions built for tax efficiency and longevity
- Insulating financial assets through long-term care protection
- Investment Management
- Investment solutions for income and growth, and tax savings
- Retirement Planning
- Enhanced Roth IRA Conversion
- Reduce Roth Conversion Taxes
- Tax efficient retirement income solutions
- Tax Planning
- Capital Gain and Income Tax Mitigation
- Estate Tax Mitigation
- Estate Planning
- Tax Efficient Wealth Transfer
- Business Succession
- End Life Planning
- Funeral / burial or cremation pre-planning arrangements
- Continuing Care:
- My loved one has passed away. What do I do now?
- Veterans Benefits
- Services Connected Disability Aid and Attendance Pension
- Non-Service Connected Disability Aid and Attendance Pension
- VA Cemeteries and Burial/Cremation Benefits
Reach Out To Us Today
If you're in need of sound financial advice geared towards tax efficiency and savings in Lake Wales or throughout Central Florida, reach out to our office today.
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®
Contact Info
29 SR 60 West
Lake Wales, FL 33853
863-456-4768
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.