Financial and Estate Planning

Services /

PHILOSOPHY

From transactional to generational – financial management for a family of
families, present and future.

Clients with generational wealth require advisors who can manage complexity over a
greater length of time, with both transactional and relational experience.

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Our Financial & Estate Planning Services include:

  • Legacy Consulting
  • Sources of Capital Mapping
  • Generational Estate Strategy
  • Wealth Education
  • Family Governance
  • Succession Planning
  • Trust Services
  • Financial Planning & Administration
  • Estate Planning Strategy
  • Retirement Planning
  • Insurance Solutions
  • Cash Management
  • Philanthropy Management
  • Strategic Asset Allocation
  • Portfolio Construction
Domains of wealth chart

401 E Fremont St
Laramie, WY 82072

(307) 745-7241
office@highpointcpa.com
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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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