On Point Wealth Management

On Point Wealth Management is a financial planner in Lake Wales, Florida, serving individuals, families, and businesses across Polk, Highlands, Hillsborough, Orange, and Osceola counties. The firm specializes in comprehensive financial planning, investment management, retirement planning with enhanced Roth IRA conversions, tax planning, estate planning, end-of-life planning, and financial services tailored for veterans. As a fiduciary, the firm prioritizes tax-efficient wealth preservation, legacy planning, and long-term financial security. With a 5.00 rating and a strong reputation for personalized service, it is recognized for its commitment to clients’ financial well-being.

The firm was founded by James M. Nelson, a CERTIFIED FINANCIAL PLANNER™ and U.S. Navy veteran, who leads a team with financial industry experience dating back to 1988. On Point Wealth Management emphasizes a collaborative approach, working closely with estate planning attorneys and CPAs to deliver customized solutions based on current U.S. tax code provisions. The team offers specialized financial planning for veterans, reflecting a deep respect for military service, with both the owner and advisor Blair Kikta having served in the armed forces. Services include strategies for reducing taxes, increasing and preserving wealth, and insulating assets through long-term care protection.

Located at 237 E Stuart Ave, the firm sits just a short walk from the Lake Wales Police Department and Lake Wales Library, both about 0.1 miles away. It is also within a quarter-mile of the Lake Wales Post Office and Crystal Lake, with North Scenic Highway and South Scenic Highway nearby. The office’s proximity to these public institutions underscores its central presence in the heart of Lake Wales.

With a perfect 5.00 rating and a focus on fiduciary responsibility, On Point Wealth Management is known for its trusted, client-centered approach and long-standing relationships built on integrity and expertise. The firm stands out in Lake Wales as a dedicated partner in financial security, particularly for veterans and those seeking lasting legacy planning.