OnPointe Guiding Wealth

06/23/2026

Tax season may officially be over… but the pace definitely hasn’t slowed down much around here.

Between client meetings, events, onboarding new families, and supporting long-term clients through important decisions, it’s been a full season for our team.

We’re incredibly thankful for the trust people continue placing in us.
https://bit.ly/4xHEBj4

06/21/2026

Happy Father’s Day to all the dads, grandfathers, stepdads, mentors, and father figures who lead with love, patience, humor, and hard work every day.

Whether you’re teaching life lessons, coaching ballgames, fixing things around the house, showing up for milestones, or simply being a steady presence — your impact matters more than you probably realize.

We hope today is filled with family, laughter, good food, and time spent with the people who matter most.

Happy Father’s Day from all of us at OnPointe Guiding Wealth.

06/19/2026

There’s just something about summer baseball.

Good weather. Ballpark food. Clients and families together outside the office.

We’ve really enjoyed incorporating more casual, relationship-focused events over the last year. Sometimes the best conversations happen away from conference rooms.

06/18/2026

A few highlights from our recent cooking class! We enjoyed a day filled with great food, new skills, and even better company. Thank you to everyone who joined us and helped make the event such a success.

06/17/2026

Retirement often looks different than people imagine — it’s not just about stepping away from work, but about creating a lifestyle that reflects your goals, priorities and values. This article explores some of the realities retirees face and why thoughtful planning can help you prepare for the transitions ahead.

Read more:

For years, retirement has been portrayed as an endless vacation—sunsets, golf, and freedom. But for many retirees, the experience is far more layered.

06/15/2026

Happy Birthday to Neil Stowe!

Neil’s leadership, consistency, and care for both clients and the team continue to make a major impact at OnPointe.

We’re grateful for the experience, perspective, and calm leadership he brings to the office every day — and we hope he has a great birthday celebrating with family and friends.

06/10/2026

Two families can have similar incomes, similar careers, and similar goals… and still need completely different planning conversations.

That’s one of the reasons personalized planning matters.

Everyone’s comfort level, priorities, family dynamics, and long-term goals are different — which is why listening is often the most important part of the process.
https://bit.ly/4g6g15a

06/08/2026

Market volatility can feel unsettling, but staying focused on a long-term strategy and maintaining a diversified approach can help investors navigate uncertainty with greater clarity. This article shares a perspective on why reacting emotionally to short-term market swings may derail long-term goals — and why discipline matters in changing markets.

Read more:

Market uncertainty is a constant companion for investors.

06/05/2026

June somehow always arrives all at once.

Graduation parties. Baseball games. Vacations. Lake weekends. Summer camps. Trying to figure out what day it even is.

One thing we hear often this time of year:
“Things have been so busy, we haven’t had time to revisit our financial plan.”

Honestly? That’s normal. Life gets full.

Sometimes a quick check-in conversation is all it takes to help people feel a little more organized heading into the second half of the year.
https://bit.ly/4g2FMDi

06/02/2026

A lot of people assume financial planning conversations are always about investments.

Honestly, most conversations are about life.

Retirement timing.
Helping kids financially.
Caring for parents.
Selling a business.
Confidence around major decisions.

The numbers matter — but the life behind them matters even more.
https://bit.ly/43u9kTb