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863-456-4768
Wealth Management Lake Wales, FL
Managing Wealth With a CERTIFIED FINANCIAL PLANNER™
"We offer knowledgeable, tax advantaged wealth management solutions with legacy in mind."
~ Jimmy Nelson, CFP®
The Importance of Wealth Management
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 tax saving planning solutions that are based on current provisions of the U.S. Tax Code.
The Role of a CFP® in Wealth Management
When it comes to managing wealth,
a professional CERTIFIED FINANCIAL PLANNER™ can help you:
Have Peace of Mind:
Knowing that your wealth management strategies are sound and in good hands can help to relieve your mind of that concern. Priceless.
Save Time:
A CERTIFIED FINANCIAL PLANNER™ can help you save time by providing you with knowledge, experience, insight and sound advice.
Save Money / Preserve Assets:
A CERTIFIED FINANCIAL PLANNER™ can help you save money by suggesting ways to structure holdings, reduce expenses, maximize margins, mitigate taxes, and ultimately transfer wealth efficiently.
Achieve Objectives:
A CERTIFIED FINANCIAL PLANNER™ can help you develop, implement and monitor a plan that positions you for success in achieving your wealth management objectives
Reach Out To Us Today
Schedule Your Consultation
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.