On Point Wealth Management
Financial Services
Lake Wales, Florida, United States
6 employees
- Employees
- 6
On Point Wealth Management Overview
- Headquarters
- Lake Wales, Florida, United States
- Website
- www.onpointwealthmanagement.com
- Industry
- Financial Services
- Employees
- 6
- Founded
- 2006
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About On Point Wealth Management
Growing and preserving wealth through tax savings and efficient transfer of wealth. On Point Wealth Management 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.