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About On Point Wealth Management
Personalized Financial Planning Services for Accredited Investors in Polk, Highlands,
Hillsborough, Orange and Osceola Counties
Our Mission
On Point Wealth Management is a wealth management firm whose mission is to assist clients with increasing net worth and preserving wealth through tax savings and legacy. We do this by leveraging strategic partnerships with Tax and Legal professionals, and recommending tax advantaged solutions based on current provisions of the U.S. Tax Code. We pride ourselves in the close, long-lasting relationships that we develop with our clients, and our availability to them when they need us.
What We Believe
We believe in increasing net worth and preserving wealth through tax savings and legacy. We believe that increasing net worth and wealth preservation can be achieved with planning solutions that are based on current provisions of the U.S. Tax Code. We believe our purpose is to assist our clients by designing efficient wealth management and tax and estate planning solutions that are specific to their particular needs.
Our Team
With financial industry experience dating back to 1988, our team is dedicated to providing clients with sound, knowledgeable guidance and helping them with their wealth management and tax saving needs.
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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.