OnPointWealth

Financial ServicesGeorgia, United States2-10 Employees

OnPointWealth is a financial services firm based in Peachtree Corners, Georgia, founded in January 2021. It positions itself as a multi-functional, multi-generational practice intended to be a single resource for clients and their families, offering guidance and strategies for both present needs and future planning. Co-founders Link Forester and Wayne Moore lead the firm, together bringing more than 50 years of experience in investment and wealth management.

The client base comprises individuals and families seeking help navigating complex financial issues and understanding how their wealth may affect future generations. The firm uses a four-step approach to analyze client circumstances and the potential impact of their legacy, addressing both current goals and long-term wealth preservation within the financial services industry.

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