Navigation for life

OnPointe Wealth Partners Lawrence E. Smith, Linda K. Lyons, Paul A. Fea, Alexandra K. Nichols, Steven M. Tye, Genovieva S. Gog, Virginia Dominguez, Jeanne A. Dahlin

OnPointe Wealth Partners


phone

800-778-1877
714-256-5478



phone

855-883-3461



address

UBS Financial Services
One Pointe Drive
Suite 140
Brea, CA 92821



First and foremost, our clients look to us for guidance. They count on our common-sense investment process and the clarity of our advice to guide them through their most important financial decisions. We call this approach 'navigation for life'.

— Larry Smith, Managing Director

At OnPointe Wealth Partners, we see life as a dynamic voyage. No matter what challenges the markets may bring, you can count on our insight and advice that look beyond your investment portfolio and address your entire financial life. Let us help you navigate toward the future.


We help your wealth work for you

Financial planning sets your course

We understand how important it is to protect and preserve all that you have. Our planning process provides both of us with a solid foundation and clear direction. Initially, our conversations will help us determine if we are all aligned in our thinking and approach to pursuing your wealth management goals. A deeper dive will help us understand the values that inspire you, as well as your priorities and concerns.

After a thorough review of your current situation—your assets, liabilities and all of your other important financial information—we’ll thoughtfully analyze everything we learn and may collaborate with your other professionals to ensure our collective guidance is consistent and cohesive. Based on this comprehensive review, we’ll provide recommendations and your Personal Financial Plan that will help us guide you on your course to implementation. Of course, we will revisit and update your plan should any changes occur in your circumstances over time.

Wealth management helps weather any market

Guided by your Personal Financial Plan, we put your strategy to work, diligently navigating its investment guidelines, risk parameters and the potential impact of market movements. We'll select from our proprietary investment platform and our personal network of leading asset managers, whom we've chosen and vetted over time from a diverse industry pool. Their wide-ranging expertise covers all asset classes, and includes both traditional and nontraditional asset management.

At OnPointe Wealth Partners, our recommendations are completely product- and platform-agnostic and are based on what works best for you. We protect and preserve your wealth first, and then focus on returns that can get you to where you need to go with the least amount of risk.

Proactive service anchors our relationships

We aim to exceed your expectations. We simply see ourselves as proactive and caring advocates—involved not only in the financial aspects of our clients’ lives, but also in their every day milestones and challenges.

At OnPointe Wealth Partners communication is a top priority. Monthly, quarterly and annual review meetings are standard, but we are happy to meet with you as often as you prefer. During regularly scheduled meetings, we will review progress toward your goals including the effects of current economic and market developments. We’ll also want to hear about what is going on in your life and update your plan to reflect any changes in your goals and or circumstances.

Most important, we will work tirelessly to ensure you have the advice and support you need to plan for tomorrow and live for today.

Institutional insight to guide your organization's investment decisions

The world of investing has never been more complicated. And whether you're charged with successfully managing a corporate pension fund, 401(k), endowment or foundation, the challenges you face are particular to your organization.

Leveraging the expansive industry insights and investment resources of UBS, one of the world's leading wealth managers, OnPointe Wealth Partners manages institutional portfolios, providing a sophisticated, custom advisory service platform, disciplined manager search and advanced technological support delivered by a dedicated team focused on your business priorities.

Investment Policy design and review
An Investment Policy Statement is critical to any investment program as it sets risk parameters, performance benchmarks and manager selection guidelines. If you don't already have an Investment Policy Statement, we can help you create this living document, review it regularly and amend it when necessary.


Wealth management insights to empower you


Larry Smith has been recognized as an industry leader.

  • Barron's Top 1,200 Financial Advisors, 2017
  • Financial Times Top 400 Financial Advisers, 2014, 2015, 2016, 2017



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