Financial planning sets your course

We understand how important it is to protect and preserve all that you have. Our planning process provides both of us with a solid foundation and clear direction. Initially, our conversations will help us determine if we are all aligned in our thinking and approach to pursuing your wealth management goals. A deeper dive will help us understand the values that inspire you, as well as your priorities and concerns.

After a thorough review of your current situation—your assets, liabilities and all of your other important financial information—we’ll thoughtfully analyze everything we learn and may collaborate with your other professionals to ensure our collective guidance is consistent and cohesive. Based on this comprehensive review, we’ll provide recommendations and your Personal Financial Plan that will help us guide you on your course to implementation. Of course, we will revisit and update your plan should any changes occur in your circumstances over time.

Wealth management helps weather any market

Guided by your Personal Financial Plan, we put your strategy to work, diligently navigating its investment guidelines, risk parameters and the potential impact of market movements. We'll select from our proprietary investment platform and our personal network of leading asset managers, whom we've chosen and vetted over time from a diverse industry pool. Their wide-ranging expertise covers all asset classes, and includes both traditional and nontraditional asset management.

At OnPointe Wealth Partners, our recommendations are completely product- and platform-agnostic and are based on what works best for you. We protect and preserve your wealth first, and then focus on returns that can get you to where you need to go with the least amount of risk.

Proactive service anchors our relationships

We aim to exceed your expectations. We simply see ourselves as proactive and caring advocates—involved not only in the financial aspects of our clients’ lives, but also in their every day milestones and challenges.

At OnPointe Wealth Partners communication is a top priority. Monthly, quarterly and annual review meetings are standard, but we are happy to meet with you as often as you prefer. During regularly scheduled meetings, we will review progress toward your goals including the effects of current economic and market developments. We’ll also want to hear about what is going on in your life and update your plan to reflect any changes in your goals and or circumstances.

Most important, we will work tirelessly to ensure you have the advice and support you need to plan for tomorrow and live for today.