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High Point Capital Group partners with individuals, families, and businesses in all areas of financial planning and wealth management to help make your financial dreams a reality. Regardless of where you are in planning, our team will work with you to enhance your current financial position and pursue your goals.
Individuals & Families
You work hard, and regardless of what stage of life you are in, you do so confidently - knowing your hard work will pay off. Our team-based approach to retirement planning and investment management will instill the peace of mind you deserve, and the future of which you have always dreamed.
High Point Capital Group specializes in working with small to mid-sized businesses. Our business services address a multitude of financial issues and concerns, for both the business owners and employees, including Bridge Financial Wellness - a financial education workshop program offered as an important addition to your existing benefit package. Do what you do best, and let us handle the rest.
Create a customized retirement roadmap through financial analysis and personalized strategies for a secure and fulfilling retirement.
Optimize your financial portfolio with investment management, offering personalized strategies tailored to your goals and risk tolerance for maximum growth and stability
Comprehensive financial planning services designed to align your goals, budget, investments, and future aspirations for a secure financial future.
Tailored insurance planning solutions to safeguard your assets and loved ones, providing comprehensive coverage aligned with your specific needs and circumstances
Strategic budgeting guidance to effectively manage expenses and optimize financial resources for achieving short and long-term goals.
Personalized college planning strategies to navigate education costs and savings, ensuring a structured approach for funding higher education goals.
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
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.