High Point Wealth Management, LLC

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Client assets under management

$192,944,404

Clients

146

29% high-net-worth

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

High

Average account size

$1,321,537

About

High Point Wealth Management serves individual clients — including high-net-worth households — as well as pension plans, trusts, estates and charitable organizations, offering comprehensive financial planning and investment advisory services. The firm provides ongoing portfolio management (primarily on a discretionary basis) and also advises on retirement-plan rollovers, variable insurance products, and 529 plans where the assets remain with the product custodian.

Investment decisions are driven by fundamental and cyclical analysis and an asset-allocation framework that blends mutual funds, ETFs, individual stocks and bonds; bond portfolios are often managed using a laddering approach. Financial planning is frequently bundled with investment management and client portfolios are monitored on an ongoing basis with at least quarterly reviews.

Noteworthy for a small advisory team, the firm manages a near-$200 million asset base with two advisors and uses Fidelity Institutional services for custody, trading, and technology support — relationships that provide access to research, block trading and software tools. The firm also routinely provides advice on assets held at insurance company custodians and does not accept proxy-voting authority, both features that distinguish its operational model from many peers.

Client services

Financial planning Portfolio management

Expertise

General retirement planning College savings (529s, UTMA, etc.)

Fee options

Fixed

Up to $2,500 fixed fee for financial planning/consulting services if unbundled

Percentage

0.25% to 1.00% annually depending on market value and type of investment management

Project-based

$200 to $250 per hour for financial planning/consulting services

Other

Fee-only: Financial planning fees up to $2,500 fixed fee or $200 to $250 hourly rate if unbundled from investment management

Main office location

High Point Wealth Management, LLC

31 Fairmount Ave., Suite 105

Chester NJ 07930, United States

Number of offices

Most active in

New Jersey · New York · Pennsylvania · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 908-975-3367

Advisors at this firm

Bradford G

Series 65

Chester, NJ

High Point Wealth Management, LLC

Bradford Gruby is a financial advisor at High Point Wealth Management, LLC in Chester, NJ, holding a Series 65 designation with 17 years of industry experience. He has been with High Point Wealth Management since 2008. High Point Wealth Management serves individual clients, including high-net-worth households, as well as pension plans, trusts, estates, and charitable organizations. The firm provides comprehensive financial planning and investment advisory services, using a fundamental and cyclical analysis investment approach combined with asset allocation across mutual funds, ETFs, individual stocks, and bonds.

General retirement planning College savings (529s, UTMA, etc.)

John S

Series 63, Series 65

Chester, NJ

High Point Wealth Management, LLC

John Stuart is a financial advisor at High Point Wealth Management, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at D.A. Davidson, KeyBanc Capital Markets, and CLSA Americas, LLC. High Point Wealth Management serves individual clients, including high-net-worth households, as well as pension plans, trusts, estates, and charitable organizations, providing comprehensive financial planning and investment advisory services. The firm employs an investment approach based on fundamental and cyclical analysis combined with an asset-allocation framework that includes mutual funds, ETFs, individual stocks, and bonds.

General retirement planning College savings (529s, UTMA, etc.)

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