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Comprehensive financial planning is the foundation of our work with clients

Financial Planning

We create a financial plan suited to our clients’ current financial position, goals and objectives. Examples of areas included in a client’s financial plan:

  • Retirement Plan
  • College Funding
  • Savings Rate
  • Income and Expense Projections
  • Life Insurance Needs Assessment
  • Estate Planning Considerations
  • Current Portfolio Observations & Asset Allocation Considerations
  • Other Financial Planning Considerations

Investment Management

Once a financial plan has been developed, we work with our clients to implement the plan.

Our firm utilizes Fidelity Institutional Wealth Services (FIWS) to custody client assets. We periodically review custodial firms in striving to maintain best execution of our clients’ transactions.

High Point Wealth ManagementSM focuses on providing diversification and asset allocation while minimizing the “hidden cost” often found in investment products offered by large brokerage firms. Through FIWS, we are able to offer our clients’ investment choices in domestic and international equities; corporate, federal and municipal bonds; ETF’s; as well as over 5000 Mutual Funds.
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