- The HPP Difference
- Investment Planning
- Retirement Planning
- Estate Planning & Charitable Giving
- Risk Management & Insurance
- Cash Flow & Budget
- Assistance to Family & Friends
- Income Tax Planning
- Strategic Partnerships
Ben CarusoWealth Advisor
As a Senior Wealth Advisor at LPL Financial, I partner with clients to create personalized wealth strategies and customized investment portfolios that align with their life priorities and goals. I have been in the financial services industry for over 21 years, and an Accredited Asset Management Specialist ™ (AAMS®) for two years.
My mission is to help clients navigate the changes and challenges of life with confidence and clarity, while staying focused on what matters most to them. I specialize in holistic planning, which encompasses retirement, annuities, financing, and other aspects of financial well-being. I also have a passion for serving the community, especially through youth and children’s programs.
Ready To Talk About Your Future?
Let's work up a plan.
Highpoint Planning Partners
Highpoint Advisor Group
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.
© 2023 HighPoint Planning Partners | Powered By Black Line IT