Skip to content
OnPoint Wealth PartnersOnPoint Wealth Partners
  • Home
  • About Us
    • About Us
    • Brian M. Marino
    • Gene Craciun
    • Matthew Marasch
    • Tim Martin
    • Charis Eckelmeyer
    • Hannah Baldwin
    • Dana Camino
    • Michael Cianciola
    • Our Investment Philosophy
  • Who We Serve
    • Who We Serve
    • Business Owners
    • Corporate Executives
    • Families and Individuals
    • Special Needs Families
  • How We Serve
    • How We Serve
    • Our Process
    • Business Planning
    • Education Planning
    • Financial Planning
    • Investment Strategies
    • Corporate Retirement Plans Consulting
    • Portfolio Management
    • Retirement Planning
    • Risk Management
  • Resources
    • Resources
    • Client Access Videos
    • WorthWhile
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • OnPoint Wealth Partners
    2525 Market Ave Cleveland, OH 44113-3431 T: 216.230.3700 F: 216.238.4032
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Business Ownership
    • Economy & Policy
    • Family & Lifestyle
    • Markets & Investing
    • Retirement & Longevity
    • Technology & Innovation
  • Topic
    • Economy
    • Investment Strategy
  • Media
    • Article
    • Commentary
    • Infographic
More options for education savings
Expanded 529 plan benefits will make it easier to invest in your children or grandchildren’s future.
Family & Lifestyle
Spring clean your finances
Streamline planning for the future by getting organized.
Family & Lifestyle
Read
Read
Travel securely: Keep your information protected on the go
Learn about a few simple things you can do to protect your personal information while you travel.
Technology & Innovation
Recruit and retain your staff with equity compensation
Equity compensation has proven to be an important consideration for employees, which makes it important to employers as well.
Business Ownership
Prepare for proxy voting season
Understand the power of your vote in shaping your investments.
Markets & Investing
Infographic: How to recognize and overcome behavioral biases when investing

Review these common behavioral biases that might be influencing your investment decisions, and ask yourself if any resonate with you.

Family & Lifestyle
Read
What to do after a loved one passes away
Take action during an overwhelming time with this quick guide.
Family & Lifestyle
Read
Navigating pressure as a young millionaire
When success opens doors, it’s savvy decisions that can keep them open.
Business Ownership
2026 economic outlook
1/12/2026
Raymond James Chief Economist Eugenio J. Alemán evaluates economic conditions heading into 2026.
Economy & Policy
Where should you retire?
Hint: It’s about more than the weather and scenery.
Retirement & Longevity
2026 investing outlook
1/6/2026
Raymond James Chief Investment Officer Larry Adam identifies 10 themes for the markets and economy.
Markets & Investing

The future at your fingertips

OnPoint Wealth PartnersOnPoint Wealth Partners
  • On Point Wealth Partners
  • 2525 Market Ave Cleveland, OH 44113-3431
  • T: 216.230.3700
  • F: 216.238.4032
  • Map & Directions
  • Map & Directions

Investment Advisory services offered through OneSeven, an SEC Registered Investment Advisor.
Securities offered through Purshe Kaplan Sterling Investments, Member FINRA / SIPC. Headquarted at 80 State Street, Albany, NY 12207.
Purshe Kaplan Sterling Investments, OneSeven and OnPoint Wealth Partners are not affiliated companies