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.