High Point Capital Group Planning & Wealth Management Employee Directory

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.

Find High Point Capital Group Planning & Wealth Management employees' phone numbers or email addresses

High Point Capital Group Planning & Wealth Management Global Highlights

North America
76

United States Of America
73
Canada
3

Asia
2

Israel
1
Singapore
1

High Point Capital Group Planning & Wealth Management's Leadership

D. R.
President And Ceo
Mobile Phone
Email
D. K.
President
Mobile Phone
Email
S. D.
President
Mobile Phone
Email
M. B.
Founder
Mobile Phone
Email
S. B.
Co-Founder
Mobile Phone
Email
A. S. M.
Managing Partner
Mobile Phone
Email
J. L.
Owner
Mobile Phone
Email
F. S.
Owner/Director
Mobile Phone
Email

Contact profiles from High Point Capital Group Planning & Wealth Management

Name

Title

Contact Info

Location

Last Update

A. S. M.
Managing Partner
Mobile Phone
Email
United StatesNorth Carolina
Dec 10, 2025
D. K.
President
Mobile Phone
Email
United StatesWisconsin
Jan 12, 2026
J. L.
Owner
Mobile Phone
Email
United StatesPennsylvania
Oct 26, 2025
F. S.
Owner/Director
Mobile Phone
Email
CanadaAlberta
Nov 13, 2025
J. B.
Owner
Mobile Phone
Email
United StatesMichigan
Oct 26, 2025
D. R.
President And Ceo
Mobile Phone
Email
United StatesNew Hampshire
Oct 21, 2025
M. B.
Founder
Mobile Phone
Email
Oct 21, 2024
S. D.
President
Mobile Phone
Email
United StatesWisconsin
May 06, 2024
S. B.
Co-Founder
Mobile Phone
Email
Oct 17, 2024
K. W.
Owner
Mobile Phone
Email
CanadaBritish Columbia
Oct 17, 2025

Frequently Asked Questions

What is High Point Capital Group Planning & Wealth Management known for?

High Point Capital Group Planning & Wealth Management was founded in 2017 operates in the Financial Services industry. The company's main headquarters is located in 1200 N. Mayfair Road, Ste. 300 Milwaukee, WI 53226, US; you can contact the main corporate office by phone at

+1-414-253-****

. Explore High Point Capital Group Planning & Wealth Management's company overview page for more information.

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

High Point Capital Group Planning & Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more High Point Capital Group Planning & Wealth Management email formats with LeadIQ.

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

High Point Capital Group Planning & Wealth Management has approximately 28 employees as of December 2025. These team members are located across 2 continents, including North AmericaAsia.

Who are High Point Capital Group Planning & Wealth Management's key employees and leadership?

As of December 2025, High Point Capital Group Planning & Wealth Management's key employees include:

President And Ceo: D. R.
President: D. K.
President: S. D.
Founder: M. B.
Co-Founder: S. B.

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