Highpoint Wealth Advisors is a fee-based investment manager, financial advisor, consultant, and financial planner. Services are provided by Russell Franques and Ken Herring, a CFP® licensee.

An initial consultation without charge is necessary to determine your needs and discuss our services. If you are interested in professional investment management, we provide highly personalized portfolio management for a percentage fee based on the market value of the assets under management. If you prefer, we can provide financial planning and investment advice for an hourly or flat fee without investment management. Among other services listed below, we can analyze and recommend investments or manage your investments for you. We provide 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 sales commissions.

Typical services include:

 1)       Professional investment management tailored for you

2)       Investment analysis, recommendations, or a second opinion of your advisor recommendations

3)       Financial planning and retirement projections

4)       Maximizing income and ability to spend

5)       Discussing and review of your estate planning documents

6)       Multi-generational wealth planning

7)       Facilitating changing ownership or beneficiary designations on assets, bank accounts, investments, insurance policies 

8)       Assisting in simplifying or consolidating accounts

9)       Helping communicate with family members about life changes

10)     Guidance on when to begin Social Security and pension benefits