Individuals & Families

You work hard, and regardless of your life stage, 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. 

  • Values-Based Financial Planning
  • Fee-Based Financial Planning
  • Asset Management
  • Insurance
  • Retirement Planning
  • Estate Planning


High Point Capital Group specializes in working with small to mid sized businesses of at least 50 employees. Our business services address a multitude of financial issues and concerns, for both the business owners and employees, including WorkPlace Learning - 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.

  • WorkPlace Learning
  • Corporate Benefits
  • Business Planning
  • Asset Management

Reputable and experienced, the High Point Capital Group is on a mission to create long-lasting relationships with our clients. Let us work to assist you in making great decisions about growing and protecting your wealth. 

Learn How to Avoid These 6 Common Tax Errors

Knowing how you need to file your taxes depends on your income and filing status, as well as which deductions and credits you can claim. In this free ebook, we share some common errors to avoid.

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