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OnPoint Wealth Partners

2525 Market Ave Cleveland, OH 44113-3431 T: 216.230.3700 F: 216.238.4032

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To convert, or not to convert to Roth IRA – tax is the question

When planning for retirement, it has long been known that taxation is one of many associated mazes.

Retirement & Longevity

Setting 2023 goals for your business? Consider these ideas

From engaging in strategic partnerships to securing flexible liquidity, there are plenty of options to thoughtfully boost your business in the new year.

Business Ownership

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Helping a loved one buy a home? Review strategies and risks

Approaches range from offering a straightforward monetary gift to making the purchase yourself and becoming a landlord.

Family & Lifestyle

Out-of-the-box alumni donations

Think beyond checks, endowments and scholarships. Explore alumni donations that have truly broken the mold.

Family & Lifestyle

The future at your fingertips

On Point Wealth Partners
2525 Market Ave Cleveland, OH 44113-3431
T: 216.230.3700
F: 216.238.4032
Map & Directions
Map & Directions

Advisory services offered by World Investment Advisors, LLC. Securities offered by World Investments, Inc., member FINRA / SIPC. World Investment Advisors, LLC is affiliated through common ownership with World Investments, Inc.