Overview

OnPointWealth launched in January 2021, and is a multi-functional and multi-generational firm, which means our clients and their families have a one-stop practice that can help answer questions and provide strategies to best serve them for what’s relevant today and for the future. The Co-Founders and Principals, Link Forester and Wayne Moore, bring over 50 years of experience working with clients to offer high quality investment and wealth management programs and services. Their mission is to develop enduring relationships with clients by providing expert guidance for a lifetime of financial security. They uses a four-step approach in working with their clients to understand complex financial issues, and the impact their legacy will create - whether our clients are working to achieve current financial success, or to protect and preserve wealth over the long-term. Reach out to us today to learn more and how we can best serve you and your family.