Services
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 for the future, our team will work with you to enhance your current financial position and pursue your goals.
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
Businesses
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.