Corpus Christi, Texas
“Transforming lives through sound financial advice”
Highly Personalized Wealth Planning and Investment Management Services
Highpoint Wealth Advisors, LLC is a fiduciary financial advisory firm. That means, as a fiduciary, we are required by law to act in the best interests of our clients at all times
Our Committment - “Providing fee-based investment management and fee-only financial advice with high ethical standards and without conflict of interest by avoiding the sale of products”
Russell Franques and Kendrick Herring
As a Fiduciary, we strive to develop a personal relationship and a deep understanding of our clients and their financial goals by listening, learning, and solving. Each client is unique and needs custom solutions to achieve their wealth and legacy goals. We use clear, consistent communication with our clients. This philosophy is core to the firm’s success and builds long lasting client relationships.
Our pricing model is simple. For investment services, your investments are managed for a fee based on the market value of the account(s), and includes sophisticated financial planning advice. There are never product sales or sales commissions and our fees are fully transparent. Financial advice is included with managed investment accounts or is available separately for an hourly or flat fee without investment management. We do not have CPAs or Attorneys as part of Highpoint Wealth Advisors. We feel that these deeply personal relationships should be on a best fit basis and chosen by each of our clients. Of course, we will work closely with your experts in crafting your financial future.
OUR PROCESS FOR TRANSFORMING LIVES
Our commitment and passion for enriching the lives of our clients is centered on providing objective guidance based on the needs and goals of each person or family. Our fee is designed to allow us to be objective and unbiased without conflict of interest. Each client relationship becomes both a personal and business relationship.
Our process begins with an initial consultation, without charge, to determine your needs and to discuss our services. We need to feel confident we will be able to help you and you need to believe we are the right fit for you and your family.
We provide objective and unbiased financial and investment advice as a fiduciary advisor with no sales commissions and no conflict of interest in what we recommend.
Even if you enjoy doing your own investing or already work with a financial advisor, you might appreciate getting a second opinion or independent recommendations without concern about being sold a product.
Typical topics and services our clients ask about include:
1) Retirement planning and retirement projections
2) Maximizing after-tax income and ability to spend
3) Discussion and review of your wills and other estate planning and disability documents
4) Multi-generational wealth planning
5) Discussion and review of life insurance, disability insurance, long-term care policies
6) Reviewing ownership or beneficiary designations on assets, bank accounts, investments, insurance policies
7) Assisting in simplifying or consolidating accounts
8) Helping communicate with family members about financial issues
9) Guidance on when to begin Social Security and pension benefits
10) Investment analysis, recommendations, or a second opinion of your advisor recommendations
11) Professional investment management