The right strategy.
The right specialist.
On demand.
Building and protecting wealth takes more than one good idea — it takes the right people at the right time. OnPoint is your on-demand specialist team, connecting you with vetted cash flow, tax strategy, risk management, and revenue improvement solutions across a variety of industries.
Working in the background or side by side — so every opportunity gets fully captured.
Practical innovation, relationship-centered
Rather than focusing on a single industry or service line, OnPoint serves as a strategic connector — offering access to carefully vetted tools such as cost segregation studies, chronic care management programs, pharmacy savings platforms, private insurance strategies, and employee financial wellness resources.
The company's core belief is that better results come from empowering clients with clarity, options, and trusted partnerships. At its foundation, OnPoint is outcome-driven but relationship-centered.
Solving real-world financial challenges
We specialize in improving cash flow, managing taxable income, and implementing high-impact strategies such as cost segregation, chronic care coordination, and private insurance structures.
We work closely with clients to identify optimal solutions and coordinate implementation from end to end.
Vetted partners, coordinated by OnPoint
Click any affiliate name to visit their website.
CSSI®
A leader in engineering-based cost segregation studies, 179D energy efficiency analyses, and R&D tax credit services.
GreenZip®
An innovator in sustainable, demountable interior wall systems that qualify for accelerated tax depreciation.
PCMP – Preventive Care Management Plan
Vendor: Level Five Health Plus. A fully HIPAA-compliant Medical Expense Reimbursement Wellness plan that may raise employee take-home pay and may save employers approximately $600 per employee, per year in FICA and Medicare taxes. Program fees are fully covered by the tax savings the plan generates — there is a cost, but no net cost to your company or your employees.
IEEPA Tariff Refund Filing & Funding – 1st Capital Financial
Specialists in IEEPA tariff refund recovery, advanced funding solutions, and importer support services following recent federal court rulings affecting international trade tariffs.
Insurance Specialties & Reinsurance Specialties
Experts in private insurance and reinsurance strategies that protect businesses and support long-term wealth accumulation.
Let's find the right solution for you
Tell us what you're working toward — we'll connect you with the vetted specialist that fits, and coordinate implementation from end to end.
Schedule a Call