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863-456-4768
James M. "Jimmy" Nelson, CFP®
CERTIFIED FINANCIAL PLANNER™
Jimmy Nelson, U.S. Navy Veteran and Lead Financial Planner for On Point Wealth Management, works with individuals, families, and businesses to provide tax advantaged wealth management solutions that are designed for tax efficiency and savings, longevity, and legacy. Knowledge, trust, and honesty are foundational to his business philosophy. Having begun his financial advisory career in May of 1988, Jimmy prides himself on his advisory experience. As a CERTIFIED FINANCIAL PLANNER™, Jimmy offers a comprehensive approach to determining the planning strategies he recommends. Additionally, the strategic partnerships he’s developed with legal and accounting professionals afford his clients the opportunity to broadly address their estate planning and tax saving needs.
Jimmy’s dedication to a family-oriented, caring business mirrors his dedication to his top priorities: his beloved wife, Kelly, his wonderful daughters, Kristin and Maggie, their husbands, and his grandsons, Jamie and Ollie (not to mention his German Shorthair Pointers, Gunner and Sonny).
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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.