High Point Financial Group, LLC
Take action with your finances
High Point Financial Group is a private wealth management firm in Lakewood, Colorado helping clients tune out financial noise and empowering them with information and tools to take the right action for themselves.
About
High Point Financial Group, LLC is a private wealth management firm located at 215 Union Blvd., Suite 200, Lakewood, CO 80228 with a northern Colorado office at 4650 Royal Vista Circle, Suite 120, Windsor, CO 80528. As a New York Life affiliation, they primarily work with individuals and families, business owners and executives, and pre-retirees and retirees.
The firm takes a family approach to client relationships, taking time to understand who clients are, what matters most to them, and what their goals are. Their philosophy is that life is about so much more than money, but the decisions made with money impact everything else. They offer insurance and securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC.
Services
Wealth Management
Private wealth management services for individuals, families, business owners, executives, and pre-retirees/retirees.
Insurance Services
Insurance products and services through New York Life Insurance Company.
Securities Services
Securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC.
Exit Planning
Exit planning services for business owners.
