High Point Capital Group Planning & Wealth Management
Financial Services
1200 N. Mayfair Road
27 employees
- Employees
- 27
- Contacts
- 3
- Emails
- 3
- Phones
- 3
High Point Capital Group Planning & Wealth Management Overview
- Headquarters
- 1200 N. Mayfair Road
- Phone Number
- Available in AeroLeads
- Website
- highpointcapitalgroup.com
- Industry
- Financial Services
- Employees
- 27
- Founded
- 2017
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About High Point Capital Group Planning & Wealth Management
High Point Capital Group is on a mission to create long-lasting relationships with our clients. We bring a fresh approach to financial planning. Founded by experienced advisors and located in Milwaukee, Wisconsin, we bring more than 130 years of collective expertise, achievement, and respect to our clients. Independent and committed to our client's best interest, we are focused on delivering objective guidance and advice. The professionals at High Point Capital Group specializes in asset management, financial planning, insurance, estate planning and corporate benefits. We work with a wide array of individuals, families and businesses to create a personalized plan to help accumulate and grow their assets. Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
High Point Capital Group Planning & Wealth Management Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
- Phone contacts
- 3
- 75.0% coverage
High Point Capital Group Planning & Wealth Management Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Chris Reed | Wealth Manager at High Point Capital |
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|
|
| Brian Wilmet | Wealth Manager at High Point Capital | Milwaukee, Wisconsin, United States |
Email
Phone
|
| Matt Loverine Casl,chfc | Wealth Manager at High Point Capital | Greater Milwaukee, United States |
Email
Phone
|
| Steve Koch | Partner and Wealth Manager at High | Greater Milwaukee, United States |
Email
Phone
|
Employees by Management Level
Manager
5 profiles
Associate / junior
4 profiles
Individual contributor
2 profiles
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 3 | 3 | 1 |
| Finance | 3 | 3 | 0 |
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