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Financial Planning and Wealth Management Focused on You

With offices in Wisconsin and Illinois, our Financial Advisors are committed to building financial plans tailored specifically to your needs.

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What We DoForging a 
Path Together

At High Point Capital Group, we specialize in guiding individuals towards their financial goals. Through personalized strategies tailored to each client's unique needs and circumstances, we aim to develop comprehensive financial plans that encompass investment management, retirement planning, tax optimization, estate planning, and risk management.

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<sup>How We Help</sup>You're unique - we believe your financial plan should be, too.<br/>

How We HelpYou're unique - we believe your financial plan should be, too.

Your financial journey is as distinctive as you are, shaped by your goals, values, and circumstances. That's why our Financial Advisors work with you to create a personalized financial plan tailored to your individual needs, empowering you to navigate the complexities of financial decision-making with confidence and clarity.


Retirement Planning

Create a customized retirement roadmap through financial analysis and personalized strategies for a secure and fulfilling retirement.

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Investment Management

Optimize your financial portfolio with investment management, offering personalized strategies tailored to your goals and risk tolerance for maximum growth and stability.

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Insurance

Tailored insurance planning solutions to safeguard your assets and loved ones, providing comprehensive coverage aligned with your specific needs and circumstances.

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Estate Planning

Customized estate planning services offering strategies to preserve wealth, protect assets, and ensure the efficient transfer of assets according to individual preferences and legal requirements.

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Corporate Education

Working with employers & their employees to provide comprehensive financial education and guidance to enhance financial literacy and make informed decisions for a secure financial future

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Cash Flow Planning

Strategic budgeting guidance to effectively manage expenses and optimize financial resources for achieving short and long-term goals.

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<sup>Who We Are</sup>Partners in the Complex World of Finance<br/>

Who We ArePartners in the Complex World of Finance

Our advisors, each with diverse backgrounds and expertise, harness the extensive resources of the firm to address clients' unique financial planning challenges.

Milwaukee Office

1200 North Mayfair Road

Suite 300

Milwaukee, WI 53226

Wausau Office

2620 Stewart Avenue

Suite 314

Wausau, WI 54401

Appleton Office

2 North Systems Drive

Appleton, WI 54914

Grayslake Office

888 East Belvidere Road

Suite 120

Grayslake, IL 60030

Fond du Lac Office

505 East Division Street

Fond du Lac, WI 54935

Kenosha Office

5717 8th Avenue
Kenosha, WI 53140

Are you on track to
meet your retirement goals?

Assessing your current financial situation and projected retirement needs is crucial in determining whether you're on the right path to achieving your goals.

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InsightsKnowledge Library

Why Everyone Needs an Estate Strategy

Why Everyone Needs an Estate Strategy

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Catch-Up Contributions

Catch-Up Contributions

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What&#8217;s My 2024 Tax Bracket?

What’s My 2024 Tax Bracket?

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