At HighPoint Planning Partners, LLC, we know it’s difficult to feel confident about your financial situation and future needs if you don’t have a comprehensive financial plan in place to serve as your roadmap on your journey to financial independence.

That’s why we believe that private wealth management is at the very core of the life planning services we provide to individuals and families seeking to build, preserve and manage wealth over time.

Retirement income planning, education planning, tax and estate planning, and risk management services are components of a larger, more comprehensive financial plan designed to help pursue multiple financial and lifestyle goals. Your plan also provides for your heirs and defines the legacy you choose to leave.

HighPoint Planning Partners delivers customized personal wealth management services that address your unique, comprehensive financial needs. To accomplish this, we incorporate a total wealth management approach that features:

HighPoint News

HighPoint Named to Financial Times Top 300

For the third year in a row, HighPoint Advisor Group has been named to the…

HighPoint in Forbes

Click here to read the most recent article from Forbes magazine about HighPoint Advisor Group.

Top Financial Advisors

For the second year in a row, HighPoint Advisor Group has been named to the…

Fostering A Unique Client Service – Forbes Article

Click here to read an older issue written by Forbes magazine regarding HighPoint Advisory Group.