On Point Wealth Management

On Point Wealth Management Growing and preserving wealth through tax savings and efficient transfer of wealth. Realta Wealth is the trade name for the Realta Wealth Companies.

James M. “Jimmy” Nelson is a registered representative of Realta Equities, Inc. and an Investment Advisor Representative of Realta Investment Advisors, Inc., a US SEC Registered Investment Adviser. Neither Realta Equities, Inc., nor Realta Investment Advisors, Inc., is affiliated with On Point Wealth Management. Securities are offered through Realta Equities, Inc., Member FINRA/SIPC, Advisory serv

ices are offered through Realta Investment Advisors, Inc. The Realta Wealth Companies are Realta Equities, Inc., Realta Investment Advisors, Inc., a US SEC Registered Investment Adviser and Realta Insurance Services which is made up of several affiliated insurance agencies, co-located at 1201 N. Orange Street, Suite 729, Wilmington DE 19801


On Point Wealth Management is available to assist you with the following:
Growth and preservation of wealth through tax saving financial, estate, and transfer of wealth planning methods.

12/24/2024

For accredited investors who want to reduce or potentially eliminate tax liability related to ordinary income, capital gains, or converting a traditional IRA to a ROTH IRA, several tax-favored methods are available. This video discusses such methods and how they may help reduce or eliminate taxes for you and your beneficiaries.

If you would like to schedule a tax-saving consultation, click on the link below:
https://calendly.com/onpointwealth/half-hour-introduction-consultation

09/16/2021

Address

237 E. Stuart Avenue
Lake Wales, FL
33853

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 12:30pm

Telephone

+18634564768

Website

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