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. 

James M. Nelson

CERTIFIED FINANCIAL PLANNER™

Owner / President

Kelly Nelson

Owner/Vice President

Maggie Franklin

General Manager

Katie Dunlap

Executive Assistant

Blair Kikta

Advanced Planning Counselor

Gracie

In Loving Memory

Windchime's Nelsons Chief Gunners Mate MH20, UT1
"Gunner"

Windchime's Nelsons Son of a Gunner

SH, UT2

"Sonny"

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