High Point Capital Group Planning & Wealth Management
Financial Services • 
Wauwatosa, Wisconsin, United States • 21-50 Employees
Company overview
| Headquarters | 1200 N. Mayfair Road, Ste. 300, Milwaukee, WI 53226, US |
| Phone number | +17154496800 |
| Websites | |
| NAICS | 52 |
| Keywords | Investments, Wealth Management, Asset Management, Risk Protection, Retirement Planning, Financial Planning, Estate Planning, Financial Wellness, Work Place Financial Wellness Workshops |
| Founded | 2017 |
| Employees | 21-50 |
| Socials |
Key Contact at High Point Capital Group Planning & Wealth Management
Derick Klug
President
High Point Capital Group Planning & Wealth Management Email Formats
High Point Capital Group Planning & Wealth Management uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@highpointcapitalgroup.com), used 55.6% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@highpointcapitalgroup.com | 55.6% |
{first name}{last name} | johndoe@highpointcapitalgroup.com | 38.9% |
{last name}{last name} | doedoe@highpointcapitalgroup.com | 5.6% |
About High Point Capital Group Planning & Wealth Management
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.
High Point Capital Group Planning & Wealth Management revenue & valuation
| Annual revenue | $2,395,540 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $7,700,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
High Point Capital Group Planning & Wealth Management has 16 employees across 3 departments.
Departments
Number of employees
Funding Data
High Point Capital Group Planning & Wealth Management has never raised funding before.
High Point Capital Group Planning & Wealth Management Tech Stack
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Frequently asked questions
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