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On Point Wealth Management Logo
On Point Wealth Management CB Rank
2524157
Heat Score
41
On Point Wealth Management provides financial planning, investment planning, retirement planning, and tax planning services.
Founded
obfuscation
Private Lake Wales, Florida, United States1-10 www.onpointwealthmanagement.com
Financial Services
Retirement
Tax Preparation
Wealth Management
Overview

On Point Wealth Management
Heat Score
41

Growth Score
pts
in past quarter
Heat Score 41
-15 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About On Point Wealth Management

CB Rank
2524157
On Point Wealth Management provides financial planning, investment planning, retirement planning, and tax planning services.
Founded
obfuscation
Private Lake Wales, Florida, United States1-10 www.onpointwealthmanagement.com
Financial Services
Retirement
Tax Preparation
Wealth Management

Key People

Details

Operating Status Active
Company Type For Profit
Founders  James M. Nelson
Phone Number 1 863-456-4768
Contact Email birddog@onpointwealthmanagement.com.
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Wealth Management
Comprehensive management of financial assets focusing on tax reduction, wealth increase, and preservation.
Financial Planning
Development of strategies for financial longevity and tax efficiency, including asset protection.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 1 Contacts 1

Employee Profiles

News
Technology
View Tech Report

IT Spend

$215.1KThis year, On Point Wealth Management is projected to spend $215.1K on IT, according to Aberdeen.

Active Website Tech Count

11On Point Wealth Management is actively using 11 technologies for its website, according to BuiltWith. These include SSL by Default, DNSSEC, and  Cloudflare CDN.
Sub-Organizations
Frequently Asked Questions

Where is On Point Wealth Management's headquarters? On Point Wealth Management is located in Lake Wales, Florida, United States.
Who We Are
What We Do
Helpful Links
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