Highpointe Wealth

Overview

Highpointe Wealth operates as an independent, sole‑proprietor registered investment adviser serving individual and family clients. The firm’s practice blends financial planning, discretionary portfolio management for individuals and small businesses, and the selection and oversight of outside managers. It also functions as an insurance broker, which aligns with its use of annuity products within client solutions. Compensation is charged as a percentage of assets under management, and the firm describes itself as a capital allocator—meaning it deploys client capital both to public market instruments and to third‑party alternative managers. Investment posture is clearly equity‑centric. The adviser’s reported asset mix favors exchange‑traded equities and ETFs, with a substantial tilt toward liquid, publicly traded instruments. Highpointe Wealth does not identify itself as an active ESG investor and is not set up as a multi‑state RIA, indicating a localized, boutique operating footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices