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OnPointe Wealth Partners Lawrence E. Smith, C. Scott Sutcliff, Linda K. Lyons, Paul A. Fea, Alexandra K. Nichols, Anne M. Sutcliff, Genovieva S. Gog, Lisa T. Hernandez, Jeanne A. Dahlin, Lorraine Kelly Adams, Georgia E. Castro

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

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Specialized financial planning and comprehensive wealth management.

Institutional consulting services

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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, Forbes Best-In-State Wealth Advisors, 2019, 2018
  • Larry Smith, Barron's Top 1,200 Financial Advisors, 2020, 2019, 2018, 2017
  • Larry Smith, Financial Times Top 400 Financial Advisers, 2019, 2018, 2017, 2016, 2015, 2014
  • C. Scott Sutcliff, Financial Times Top 401 Retirement Plan Advisers, 2017, 2016, 2015



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