We Help Point Your Financial Goals in the Right Direction

On Point Wealth Management is an independent wealth management firm serving the Southern California area. We help individuals, families, and small business owners strive to build and manage their wealth in a way that helps them pursue their goals and leave a lasting legacy.

We serve as each client's personal CFO, helping develop investment strategies that position you to thrive both financially and personally. When you work with On Point Wealth Management, we handle the financial details, from retirement planning to wealth transfer, so that you can focus on the things that matter most to you.