A complete list of active advisors currently associated with High Point Wealth Management, LLC

Warmer can help you find a great advisor at High Point Wealth Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at High Point Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.