High Point Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
Up to $2,500 fixed fee for financial planning/consulting services if unbundled
0.25% to 1.00% annually depending on market value and type of investment management
$200 to $250 per hour for financial planning/consulting services
Fee-only: Financial planning fees up to $2,500 fixed fee or $200 to $250 hourly rate if unbundled from investment management
Main office
31 Fairmount Avenue, Suite 105
Chester NJ 07930
Advisors at this office
2
Most active in
New Jersey · New York · Pennsylvania · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
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.
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 24 years of industry experience. He holds Series 63 and 65 licenses and formerly 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. The firm offers comprehensive financial planning and discretionary portfolio management, utilizing a fundamental and cyclical analysis approach combined with an asset-allocation framework that includes mutual funds, ETFs, and individual securities.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)