On Point Wealth Management

On Point Wealth Management is a Financial Planner in Lake Wales, FL. The firm serves individuals, businesses, and families across Polk, Highlands, Hillsborough, Orange, and Osceola Counties. The team provides wealth management, financial planning, investment management, retirement planning, tax planning, estate planning, and end-of-life planning. Services emphasize tax efficiency, wealth preservation, and legacy building. The firm holds a 5.00 rating based on customer reviews.

Owner and president James M. Nelson is a CERTIFIED FINANCIAL PLANNER and a U.S. Navy Veteran. Vice president Kelly Nelson and tax shelter consultant Johnny Borrelli serve on the team. Blair Kikta also serves the firm. The team has financial industry experience dating back to 1988. They work with estate planning attorneys and CPAs to address client objectives. The firm assists veterans with financial planning and veterans’ benefits. They offer assistance with end-of-life planning for veterans and their families.

Investment Advisory Services are offered through Realta Investment Advisors, Inc. Securities are offered through Realta Equities, Inc. The firm is located at 237 E Stuart Ave.

The firm has a positive rating from the customers who have reviewed it.

On Point Wealth Management provides tax-advantaged financial guidance to Lake Wales residents.

On Point Wealth Management is situated on E Stuart Ave in Lake Wales, just a tenth of a mile from the North Scenic Highway and the Lake Wales Police Department.

BizScoreAI awarded a Technical score of 92 out of 100, ensuring the website is secure and easily readable by search engines. The firm also achieved a Content Quality score of 75 out of 100, providing clear answers that AI assistants can quote directly. Additionally, the business ranks number 2 of 3 Financial Planner businesses that BizScoreAI has scored in Lake Wales.