OnPointe Guiding Wealth

How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.


Advisors

Andrew Thacker

Andrew Thacker

Private Wealth Advisor

Visit Andrew Thacker's website
Neil Stowe

Neil Stowe

CFP®, MBA, CRPC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Neil Stowe's website
Mark Nicholson

Mark Nicholson

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Mark Nicholson's website
Jennifer Casten-Juhl

Jennifer Casten-Juhl

ChFC®, CDFA®

Financial Advisor

Visit Jennifer Casten-Juhl's website

Team

Tina Winn

Tina Winn

Client Service Specialist

Megan Black

Megan Black

Receptionist

Kim Brumfield

Kim Brumfield

Financial Planning Specialist

Melanie Svestka

Melanie Svestka

Client Service Specialist