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
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