Wealth & Wine with OnPoint Financial Management

Michael Todd, CEO & Owner of OnPoint Financial Management, invites you to elevate your financial knowledge while savoring the complexities of both fine wine & wealth at Wally’s Beverly Hills on May 8th from 5-7PM. 

 

Please RSVP by text to 571-481-6398, as space is very limited & RSVP is required. 

 

About Your Host:  The core beliefs of Michael Todd, CEO and Owner of OnPoint Financial Management, are simple and impactful: we want our clients to have the life they’ve always wanted, not just financially, but also personally and professionally. 

 

Michael Todd founded OnPoint Financial Management in early 2018. His passion to meet new people and form lasting relationships with them and their businesses has only grown over these past six years, and he continues to pursue new and innovative strategies to serve his clients.

 

Please note: Investment Advisory Services are offered through OnPoint Financial Management, a registered investment advisor.