High Point Capital Group Planning & Wealth Management Email Format

Financial ServicesWisconsin, United States11-50 Employees

High Point Capital Group Planning & Wealth Management is a mid-sized financial services firm based in Milwaukee, Wisconsin. It offers asset management, financial planning, insurance, estate planning, and corporate benefits, with a focus on providing objective, independent guidance in their clients' best interests. The firm serves individuals, families, and businesses, working to create personalized plans designed to accumulate and grow assets.

Securities and investment advisory services are provided through Osaic Wealth, Inc., a FINRA/SIPC-member broker-dealer, with Osaic Wealth independently owned. The firm notes it was founded by experienced advisors and emphasizes independent guidance in the clients' best interests. In 2017, High Point Capital Group added two wealth managers to its team, Taylor Hoskins and Matthew Loverine.

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