It’s about you

When a life event happens, you want someone who knows your story and can find you answers quickly. With this in mind, we have chosen to limit our client base to 75 clients. This way we can be responsive and flexible with meeting time and locations to accommodate your life circumstances.

Our Core Values

Our core values are the foundation of everything we do at HighPointe Wealth. They define who we are, what we do and how we do it. We base our philosophy on the strength of our relationships. Clients and associated professionals will always have an open line of communication with us, built on a dependence for quality and integrity.

• FIDUCIARY RESPONSIBILITY: We must always do what is best for the client.

• INTEGRITY: We adhere to the moral and ethical principles of honesty and excellence.

• INDEPENDENCE: Our independence, entrepreneurial spirit and flexibility, providing clients access to all the best of class investments we can find.

• INNOVATION: Encourage innovation and creativity through on-going due diligence meetings and continuous study of the latest advances in the portfolio and financial planning disciplines.

• OBJECTIVITY: We never forget that it is our client's’ money.

• EVALUATION: Provide ongoing advice and guidance about each clients’ specific situation.

• ALWAYS DO WHAT IS BEST FOR THE CLIENT