High Net Worth Individual & Family Groups

Protecting Your Legacy 

You’ve worked hard to build your wealth. Now it’s time to protect it. At Onpointe, we provide comprehensive financial planning and tax services to high net worth individuals and families. We’ll work with you to develop a plan that protects your assets and grows your wealth.

We take a comprehensive approach to financial planning, and we’ll work with you to create a plan that fits your unique needs. We’ll help you account for both your current assets and your future goals. And we’ll review your plan on an ongoing basis to make sure it’s still on track.

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