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OnPointe Wealth Partners Lawrence E. Smith, C. Scott Sutcliff, Linda K. Lyons, Paul A. Fea, Alexandra K. Nichols, Steven M. Tye, Anne M. Sutcliff, Genovieva S. Gog, Virginia Dominguez, Lisa T. Hernandez, Jeanne A. Dahlin

OnPointe Wealth Partners


phone

800-778-1877
714-256-5478



phone

855-883-3461



address

One Pointe Drive
Suite 140
Brea, CA 92821



Our team’s disciplined approach combines personalized multi-generational wealth management for individuals and families with institutional consulting and retirement plan services for businesses. We help private investors and executive employees develop comprehensive wealth management strategies, including the integration of pension and retirement plan benefits.


Personal wealth management

Navigation for life

Specialized financial planning and comprehensive wealth management.

Institutional consulting services

Navigation for success

Corporate pension fund, 401(k) retirement plan, endowment and foundation consulting and investment management


Larry Smith and C. Scott Sutcliff have been recognized as industry leaders

  • Larry Smith, Barron's Top 1,200 Financial Advisors, 2017
  • Larry Smith, Financial Times Top 400 Financial Advisers, 2017, 2016, 2015, 2014
  • C. Scott Sutcliff, Financial Times Top 401 Retirement Plan Advisers, 2017, 2016, 2015



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