On Point Wealth Strategies LLC

On Point Wealth Strategies LLC (CRD# 312213) is a financial advisory firm headquartered in Williamsburg, VA. They manage $4,020,082 in 17 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
P O Box 5235, Williamsburg, VA 23188
https://www.linkedin.com/in/susan-gordon-679b0210
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    17
    ACCOUNTS
  • Average Account Value
    $236,475
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

VA

Financial Advisors at On Point Wealth Strategies LLC
Showing 1 - 1 of 1 top financial advisors.
1
Nancy Gordon, financial advisor Williamsburg VA
Nancy S. Gordon
CRD#: 4231680
102 North Berwick, Williamsburg, VA 23188

Nancy Gordon (CRD# 4231680) is an Investment Advisor Representative working at On Point Wealth Strategies LLC in Williamsburg, VA and has over 23 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals