Steve Antinucci
Wealth Advisor
Phone:909-797-2000
Email: steve@onpointwealth.com
As a long-term investor, you are faced with a wide array of financial considerations. You must prepare for your personal retirement while considering what's to be done with your estate after you are gone. In addition, you may also have special circumstances such as providing financial assistance for a child's college education or helping to support a loved one.
You are confronted with a growing number of investment and insurance products and services. You have more ways to access these services than ever before. Should you invest in mutual funds, annuities, individual securities, or a comprehensive asset management program? Add up all of these important considerations and your need for competent and objective financial guidance has never been greater.
This is where we come in. On Point Wealth Management is a completely independent wealth management firm. We have the ability to buy and sell various investment products quickly and efficiently as well as have the know how to choose the most appropriate ones for you. We will provide you with a comprehensive approach to the planning and integration of your total portfolio. On Point Wealth Management uses proprietary software for integrated estate, retirement, and college planning. We will formulate a personalized investment and management strategy based upon your current needs and future wishes. This fee-based asset management program combines multiple products in a single portfolio to one that uses leading institutional money managers.