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OnPointWealth Employee Directory

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.

Find OnPointWealth employees' phone numbers or email addresses

OnPointWealth Global Highlights

Location
Employees

North America
8

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  • United States Of America
    8

OnPointWealth's Leadership

  • Stylized image of a person
    D. R.
    Private Wealth Advisor And Director Of Planning
    Mobile Phone

OnPointWealth Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from OnPointWealth

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    D. R.
    Private Wealth Advisor And Director Of Planning
    Mobile Phone
    Jun 27, 2026

Frequently Asked Questions

What is OnPointWealth known for?

Minus sign iconPlus sign iconOnPointWealth operates in the Financial Services industry. Explore OnPointWealth's company overview page for more information.

What is OnPointWealth's most common email format?

Minus sign iconPlus sign iconOnPointWealth employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more OnPointWealth email formats with LeadIQ.

How many employees does OnPointWealth have currently?

Minus sign iconPlus sign iconOnPointWealth has approximately 6 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are OnPointWealth's key employees and leadership?

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As of July 2026, OnPointWealth's key employees include:

  • Private Wealth Advisor And Director Of Planning: D. R.

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