How does the advisor help clients – Key Takeaways:
HIGH POINT WEALTH MANAGEMENT, LLC is a financial advisory firm that helps clients achieve their financial goals through a personalized and comprehensive approach. They offer a wide range of financial services to individuals and businesses and are committed to providing expert guidance and support to their clients.
Facts and Insights
Here are some key facts and insights about HIGH POINT WEALTH MANAGEMENT, LLC:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 10 |
| Time in Business | 20 years |
These numbers demonstrate the firm’s experience and success in managing assets and serving clients for over two decades.
Financial Services Offered
HIGH POINT WEALTH MANAGEMENT, LLC offers a wide range of financial services to meet the diverse needs of their clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Business planning
Through these services, the firm strives to help clients grow and protect their wealth, plan for their future, and achieve their financial goals.
Client Types
The advisors at HIGH POINT WEALTH MANAGEMENT, LLC work with a diverse range of clients, including:
- Individuals
- Families
- Retirees
- Small business owners
- Corporate executives
- Non-profit organizations
By serving a variety of client types, the firm is able to tailor their services to meet the specific needs and goals of each individual or entity.
Fees & Compensation
HIGH POINT WEALTH MANAGEMENT, LLC operates on a fee-only model, which means they are compensated solely by their clients and do not receive commission or other incentives for recommending certain products or services. This ensures that their advisors are always acting in the best interest of their clients and are not influenced by outside parties.
Background
HIGH POINT WEALTH MANAGEMENT, LLC was founded in 2000 and is headquartered in New York, NY. The firm is registered with the Securities and Exchange Commission (SEC) and also holds state registrations in various states across the country. Their team of experienced and knowledgeable advisors are committed to providing exceptional service and personalized financial strategies to their clients.
Financial Advisor Disclosures to Know
Before working with any financial advisor, it is important to understand their background and any potential conflicts of interest. Here are some key disclosures to know about HIGH POINT WEALTH MANAGEMENT, LLC:
- The firm has no disclosures or legal actions to report.
- All advisors at the firm have clean record – no criminal or civil actions.
These disclosures show the firm’s commitment to ethical and transparent practices in their operations.