ON TARGET WEALTH PARTNERS, LLC

Overview

On Target Wealth Partners, LLC is an independent registered investment adviser that serves individual and family clients, with an advisory emphasis on financial planning and portfolio management for individuals and small businesses. The firm charges fees based on a percentage of assets under management and structures its relationships predominantly as non-discretionary, meaning clients retain final trading authority while the adviser provides recommendations and plan-level management. Investment preference skews toward publicly traded equities, with a clear tilt to exchange-traded vehicles. The firm does not position itself as an ESG-focused manager and does not operate as a multi-state or pension consultant adviser. Its business model appears built around hands-on planning and collaborative portfolio decision-making rather than large institutional or pooled-capital strategies.

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Location & Offices