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The mission of High Point Wealth ManagementSM is to help our clients achieve their financial goals by providing independent, customized financial planning solutions and investment advisory services.

High Point Wealth ManagementSM is an independent, fee based Registered Investment Advisor. Our focus is on Financial Planning & Investment Management. We work closely with our clients to develop a personalized financial plan, which drives investment decisions.

High Point Wealth ManagementSM has a fiduciary responsibility to our clients. All investment recommendations are based on what is in the best interest of our clients.

PLEASE CLICK BELOW TO ACCESS OUR FIRM'S FORM CRS, WHICH IS FILED WITH THE SEC AND CONTAINS IMPORTANT INFORMATION FOR CLIENTS AND POTENTIAL CLIENTS.

FORM CRS

 
     
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