Guided Financial
Solutions
Solutions
Our firm strives to guide clients through all stages of their financial journey. The firm is organized into three main business units – CAS, Tax, and Wealth Management. We provide what would be considered more traditional accounting and tax services in addition to advisory services such as small business fractional CFO services, structured tax solution engagements, retirement planning, investment management and estate planning.
Your Purpose, Your Plan, Our Priority. The most important service we provide is helping our clients formulate a financial plan that focuses on client goals and priorities. No matter where you are in your financial journey, you need trusted advisors on your team that understand asset protection, trust planning, philanthropy, and generational wealth governance.
Investment management driven by rigorous, peer-reviewed research rooted in financial science and grounded in real-world results. Our investment process is guided by the principles of taxes and fees matter, markets are highly efficient, risk & expected return are related, and diversification is essential.
Tax considerations play a crucial role in building wealth. We have a team of experienced professionals that know the tax rules and regulations and more importantly how to spot opportunities for tax savings.
Your Business, Your Story, Our Insights. We transform business owners from passive report recipients into confident decision-makers through financial insights and strategic guidance. No matter where you are in your growth journey, you need trusted advisors who understand cash flow forecasting, strategic planning, and proactive financial partnership.
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A deliberate emphasis on building long-term relationships with clients seeking a new approach to managing wealth that is centered on counseling across a wide spectrum of client financial needs. Our approach starts with listening to our clients’ needs and then formulating a plan that combines tax, investment management, risk management, estate planning and retirement planning solutions as well as more traditional client advisory services (CAS). The CPA brand has earned tremendous public trust, and we have added to this by bringing together a team of talented professionals with different skill sets and credentials in a firm that better serves our clients.
Recognizing that the CPA skill set is unique in that the profession is highly trusted and respected for applying rigorous practice standards we have intentionally built a firm staffed with professionals with different credentialing, educational backgrounds and expertise knowing that our clients financial needs are multi-dimensional.
Tax and accounting services are offered through HighPoint CPAs, LLC. Investment advisory and wealth management services are offered through HP Wealth Management, LLC, a registered investment adviser. ADV Form 2A Brochure
Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Nothing herein is intended to be investment, tax, or legal advice. HP Wealth Management’s website and associated links offer news, commentary, and generalized research, not personalized investment advice. Nothing on this website should be interpreted to state or imply that past performance is an indication of future performance. All investments involve risk, including loss of principal, and, unless otherwise stated, are not guaranteed. Be sure to consult with a tax professional before implementing any investment strategy
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