HighPoint Family Wealth Management
Who We Are
At HighPoint Family Wealth, our mission is to provide our clients with a deep and meaningful wealth management experience that is customized to their distinct needs and objectives.
The team at HighPoint Family Wealth Management is committed to developing innovative strategies to help affluent clients grow, preserve and protect their net worth. By identifying investment opportunities that reflect your current lifestyle, risk tolerance and financial objectives, we can help create a customized blueprint for your vision of success, including retirement strategy, tax-efficient strategies, estate planning, protecting what matters, building net worth, and leaving a legacy.
The team at HighPoint Family Wealth Management is committed to developing innovative strategies to help affluent clients grow, preserve and protect their net worth. By identifying investment opportunities that reflect your current lifestyle, risk tolerance and financial objectives, we can help create a customized blueprint for your vision of success, including retirement strategy, tax-efficient strategies, estate planning, protecting what matters, building net worth, and leaving a legacy.
A Disciplined Approach
HighPoint Family Wealth Management offers comprehensive wealth management services to high net worth families and businesses. Leveraging our years of experience and deep industry knowledge, our team works closely with clients to develop a wealth management strategy that will help them reach their short and long-term financial objectives.
We believe be successful, that strategy must be based on a strong client-advisor relationship. We build this foundation by discovering who you are – the goals you’ve set, the decisions you’ve made and what makes you unique. Equipped with this insight, our team is well-positioned to develop a wealth management plan tailored to your particular needs.
At HighPoint Family Wealth Management, we favor a transparent, disciplined approach to investing, and believe that equal emphasis should be placed on risk management and a sound investment strategy. With appropriate asset allocation and effective diversification, we aim to develop a portfolio that can withstand volatility in the markets while optimizing long-term returns. Throughout, we keep the lines of communication open so we remain well-informed about your evolving circumstances and can continue to strive to make prudent decisions and recommendations based on that knowledge.
At times, when clients require additional expertise, we turn to TD Specialists who can offer advice in a broad range of complementary areas, including tax mitigation, business succession, charitable giving and trust and estate planning. Ultimately, our goal is to provide you with the strategies you need to pursue what matters most to you in life.
We believe be successful, that strategy must be based on a strong client-advisor relationship. We build this foundation by discovering who you are – the goals you’ve set, the decisions you’ve made and what makes you unique. Equipped with this insight, our team is well-positioned to develop a wealth management plan tailored to your particular needs.
At HighPoint Family Wealth Management, we favor a transparent, disciplined approach to investing, and believe that equal emphasis should be placed on risk management and a sound investment strategy. With appropriate asset allocation and effective diversification, we aim to develop a portfolio that can withstand volatility in the markets while optimizing long-term returns. Throughout, we keep the lines of communication open so we remain well-informed about your evolving circumstances and can continue to strive to make prudent decisions and recommendations based on that knowledge.
At times, when clients require additional expertise, we turn to TD Specialists who can offer advice in a broad range of complementary areas, including tax mitigation, business succession, charitable giving and trust and estate planning. Ultimately, our goal is to provide you with the strategies you need to pursue what matters most to you in life.
Helping achieve what truly matters to you and your family.
Our wealth solutions focus on four key areas in order to ensure you receive a personalized wealth plan you can feel confident in.
Build net worth: We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.
Protect what matters: By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.
Implement tax-efficient strategies: We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.
Leave a legacy: Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.
Build net worth: We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.
Protect what matters: By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.
Implement tax-efficient strategies: We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.
Leave a legacy: Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.
