A complete list of active advisors currently associated with Highpointe Wealth

Warmer can help you find a great advisor at Highpointe Wealth or one who fits your needs even better.

The firm serves individuals (including high‑net‑worth clients), small businesses, and employer retirement plans, providing customized financial planning and discretionary portfolio management. In addition to investment and planning services, it offers business-consulting work and provides accounting and tax-preparation services and insurance product sales under separate agreements. Investment advice is grounded in Modern Portfolio Theory and fundamental analysis, typically implemented with ETFs, mutual funds, and pre-existing equities in a long-term, buy-and-hold framework with periodic rebalancing. The firm frequently recommends third-party asset managers to implement discretionary strategies and prepares written investment guidelines tailored to each client’s objectives, time horizon, and constraints. What distinguishes the firm from many solo independent advisers is the integration of accounting/tax and outsourced controller services with its advisory practice and that the principal is a licensed insurance agent who may earn commissions on certain insurance and annuity sales, a relationship the brochure discloses as a potential conflict of interest. The firm also notes that financial planning sessions are provided without charge and that custody and execution are handled through custodians and recommended TPAMs, with client reporting coming directly from those custodians.

To learn more about the advisors currently working at Highpointe Wealth, 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.

Name	Location	Years of experience
Burton Grantham	Vista, CA	11

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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.

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