Our Wealth Management Services
Private Wealth Management
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.
Asset Management
HighPoint Planning Partners and HighPoint Advisor Group offer a broad range of innovative investment strategies, from traditional and specialized equity to taxable and municipal fixed income options.
Additional Financial Services
In addition to financial planning and investment services, we offer you access to additional services through professional partnerships that have been cultivated throughout years of service to our clients.
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What we can do for you
As an independent wealth management firm, HighPoint Planning Partners, LLC helps you pursue your lifestyle goals and objectives through comprehensive planning, prudent investing and risk management. Our experienced team of independent financial advisors strives to help you pursue financial stability and independence through strategies aligned with your personal needs and values. Discover why we've earned a reputation of distinction in our industry by providing high-touch, personalized service and professional advice and guidance.
HighPoint News
Securities offered through LPL Financial, Member FINRA / SIPC. Investment Advice offered through HighPoint Advisor Group, a registered investment advisor. HighPoint Advisor Group and HighPoint Planning Partners are separate entities from LPL Financial.
The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AK, AZ, CA, CO, CT, DE, FL, GA, IA, IL, IN, ID, KS, KY, MA, MD, ME, MI, MN, MO, NC, NE, NJ, NM, NV, OH, OK, OR , PA, SC, SD, TN, TX, WA, WI, VA.
The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (June 2019). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.
HPAG Form ADV 2A Appendix 1 Wrap Brochure 03-2021