Crown Point Wealth Advisors

Sharon Pack is a financial advisor at Crown Point Wealth Advisors in Hood River, OR, holding a Series 65 designation with two years of industry experience. Her prior work includes roles at Edward Jones and positions in the vineyard and winery sectors. Crown Point Wealth Advisors offers investment management, financial planning, and retirement plan advisory services to individuals, including high-net-worth clients, as well as institutional clients such as pension plans and charitable organizations. The firm customizes portfolios using various asset allocation and analytical methods, provides fiduciary oversight, and offers ERISA 3(38) investment manager services.

Joseph Guenther is a CFP® with 18 years of industry experience, currently serving at Crown Point Wealth Advisors in Hood River, OR. His previous roles include positions at Edward Jones and Purshe Kaplan Sterling Investments. Outside of advising, he holds the treasurer position for the Hood River Adult Softball league, managing its accounts and reporting to the board. Crown Point Wealth Advisors offers discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, and institutional clients. The firm customizes portfolios based on client objectives and risk tolerances, utilizing asset allocation, diversification, and various analytical methods while providing fiduciary oversight and quarterly reviews.

James Williams II is a financial advisor at Crown Point Wealth Advisors with 15 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and J.P. Morgan Securities. Outside of his advisory role, he is involved in hospitality through ownership of a short-term rental property in Rockaway Beach, Oregon. Crown Point Wealth Advisors provides investment management, financial planning, and retirement plan consulting for individuals, trusts, charitable organizations, and corporations. The firm customizes portfolios using asset allocation and diversification strategies, offers fiduciary oversight including quarterly reviews, and utilizes sub-advisors as part of its discretionary management approach.