High Point Capital Group Planning & Wealth Management Employee Directory

Financial ServicesWisconsin, United 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
85

United States Of America
81
Canada
4

Asia
2

Israel
1
Singapore
1

Europe
1

United Kingdom Of Great Britain And Northern Ireland
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
R. T. H.
President
Mobile Phone
Email
M. B.
Founder
Mobile Phone
Email
S. B.
Co-Founder
Mobile Phone
Email
J. L.
Owner
Mobile Phone
Email
S. B.
Financial Planner/ Managing Partner
Mobile Phone
Email

High Point Capital Group Planning & Wealth Management Employee Metrics

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50%

0%

2026

2025

Banking
Business
Arts & Design
Community & Social Services
Accounting
Other

Contact profiles from High Point Capital Group Planning & Wealth Management

Name

Title

Contact Info

Location

Last Update

K. C.
Business Strategy & Financial Controls
Mobile Phone
Email
United StatesWisconsin
Jan 21, 2026
M. L.
Registered Investment Advisor
Mobile Phone
Email
United StatesMinnesota
Feb 13, 2026
R. L.
Capital Management
Mobile Phone
Email
United States
Oct 23, 2025
R. H.
Financial Planner
Mobile Phone
Email
United StatesWisconsin
Dec 03, 2025
K. S.
Case Design/Technology Coordinator
Mobile Phone
Email
United StatesWisconsin
Nov 25, 2025
G. K.
Practice Associate
Mobile Phone
Email
United StatesTexas
Feb 04, 2026
J. H.
Retirement Plan Architect & Fiduciary Advisor
Mobile Phone
Email
United StatesWisconsin
Jan 21, 2026
D. S. B.
Financial Advisor
Mobile Phone
Email
Feb 17, 2026
F. B.
Financial Advisor
Mobile Phone
Email
Feb 19, 2026
W. G. G.
Sales And Marketing Specialist
Mobile Phone
Email
United StatesNorth Carolina
Aug 12, 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 North Mayfair Road Suite 300 Milwaukee, Wisconsin 53226 United States; 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 29 employees as of February 2026. These team members are located across 3 continents, including North AmericaAsiaEurope.

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

As of February 2026, High Point Capital Group Planning & Wealth Management's key employees include:

President And Ceo: D. R.
President: D. K.
President: S. D.
President: R. T. H.
Founder: M. B.

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