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Insights

Client-Centric Approach High Point Capital Group emphasizes building long-lasting relationships with clients through personalized financial planning and objective advice, indicating potential for offering tailored technology solutions to enhance client engagement and retention.

Experienced Advisory Team With over 130 years of collective expertise and recent hires of skilled wealth managers, there is an opportunity to introduce advanced advisory tools, training platforms, or compliance systems to support their growing team.

Growth and Revenue Generating between $25 million and $50 million in revenue with a small team, the company may be interested in scalable financial technologies, operational efficiencies, or investment management software to support expansion.

Digital Presence & Tech Stack Utilizing multiple web and client engagement tools like Google Tag Manager and Calendly suggests openness to digital and analytics solutions that could improve marketing, lead tracking, and seamless customer experience.

Market Opportunities Operating in a competitive industry with large firms, High Point Capital Group may benefit from strategic partnerships in wealth management technology, estate planning tools, or specialized insurance solutions to differentiate and grow their client base.

High Point Capital Group Planning & Wealth Management Tech Stack

High Point Capital Group Planning & Wealth Management uses 8 technology products and services including Calendly, Unpkg, Cloudflare, and more. Explore High Point Capital Group Planning & Wealth Management's tech stack below.

  • Calendly
    Appointment Scheduling
  • Unpkg
    Content Delivery Network
  • Cloudflare
    Content Management System
  • Font Awesome
    Font Scripts
  • FancyBox
    Javascript Libraries
  • Google Tag Manager
    Tag Management
  • Bootstrap
    UI Frameworks
  • AddThis
    Widgets

High Point Capital Group Planning & Wealth Management's Email Address Formats

High Point Capital Group Planning & Wealth Management uses at least 1 format(s):
High Point Capital Group Planning & Wealth Management Email FormatsExamplePercentage
FLast@highpointcapitalgroup.comJDoe@highpointcapitalgroup.com
50%
FLast@highpointcapitalgroup.comJDoe@highpointcapitalgroup.com
50%

Frequently Asked Questions

Where is High Point Capital Group Planning & Wealth Management's headquarters located?

Minus sign iconPlus sign iconHigh Point Capital Group Planning & Wealth Management's main headquarters is located at 1200 N. Mayfair Road, Ste. 300 Milwaukee, WI 53226, US. The company has employees across 2 continents, including North AmericaAsia.

What is High Point Capital Group Planning & Wealth Management's phone number?

Minus sign iconPlus sign icon You can contact High Point Capital Group Planning & Wealth Management's main corporate office by phone at
+1-414-253-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is High Point Capital Group Planning & Wealth Management's official website and social media links?

Minus sign iconPlus sign iconHigh Point Capital Group Planning & Wealth Management's official website is highpointcapitalgroup.com and has social profiles on LinkedIn.

What is High Point Capital Group Planning & Wealth Management's NAICS code?

Minus sign iconPlus sign iconHigh Point Capital Group Planning & Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does High Point Capital Group Planning & Wealth Management have currently?

Minus sign iconPlus sign iconAs of October 2025, High Point Capital Group Planning & Wealth Management has approximately 28 employees across 2 continents, including North AmericaAsia. Key team members include President And Ceo: D. R.President: D. K.President: S. D.. Explore High Point Capital Group Planning & Wealth Management's employee directory with LeadIQ.

What industry does High Point Capital Group Planning & Wealth Management belong to?

Minus sign iconPlus sign iconHigh Point Capital Group Planning & Wealth Management operates in the Financial Services industry.

What technology does High Point Capital Group Planning & Wealth Management use?

Minus sign iconPlus sign iconHigh Point Capital Group Planning & Wealth Management's tech stack includes CalendlyUnpkgCloudflareFont AwesomeFancyBoxGoogle Tag ManagerBootstrapAddThis.

What is High Point Capital Group Planning & Wealth Management's email format?

Minus sign iconPlus sign iconHigh Point Capital Group Planning & Wealth Management's email format typically follows the pattern of FLast@highpointcapitalgroup.com. Find more High Point Capital Group Planning & Wealth Management email formats with LeadIQ.

When was High Point Capital Group Planning & Wealth Management founded?

Minus sign iconPlus sign iconHigh Point Capital Group Planning & Wealth Management was founded in 2017.

High Point Capital Group Planning & Wealth Management

Financial ServicesUnited States11-50 Employees

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.

Section iconCompany Overview

Headquarters
1200 N. Mayfair Road, Ste. 300 Milwaukee, WI 53226, US
Phone number
+1-414-253-****
Website
highpointcapitalgroup.com
NAICS Code
52 - Finance and Insurance
Founded
2017
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $25M$50M

    High Point Capital Group Planning & Wealth Management's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    High Point Capital Group Planning & Wealth Management's revenue is estimated to be in the range of $25M$50M

Company Leadership

  • Stylized image of a person
    D. R.
    President And Ceo
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. K.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. D.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. B.
    Founder
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. B.
    Co-Founder
    Phone icon
    Mobile Phone

Employee Directory

  • Stylized image of a person
    D. R.
    President And Ceo
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. B.
    Founder
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. D.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. B.
    Co-Founder
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. W.
    Owner
    Phone icon
    Mobile Phone

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