About Us

We apply our pursuit of knowledge and accreditation to help the clients we serve have the ability to achieve their goals. Through listening avidly and understanding our client's needs, we can develop a clear financial plan and regularly monitor financial progress throughout the client's entire journey.

Our ultimate goal is to help our clients keep more of their money. To that end, we combine know-how with outstanding products and services to create personal, flexible plans. These plans consist of sound tax saving and investment approaches, which help you build wealth and prevent its erosion through capital preservation.

Life is made up of a plethora of important decisions and we make it our priority to guide our clients through it with simplified, and clear solutions. We owe the individuals we serve the best advice in whatever possible stage of life they're in so their plan can be effective and lead them towards reaching their goals.

At Highpoint, we've been in business for more than 25 years and during those years, we've always emphasized relationship-building. This relationship foundation allows us to fully focus on our clients' goals and financial success. Your goals are ours, and your success is what we strive to achieve.

Parent Company: Cetera Financial Specialists

Cetera Advisors is part of the family of independently managed firms of Cetera Financial Group (Cetera). For the past 30 years. Cetera's family of companies has grown to manage over $110 billion in client assets, delivering advisory products and solutions and sophisticated trading and technology platforms to us and other advisors across all 50 states. You can be confident that their tools, technology, and support help make us more effective in our relationship with you.

Our Custodian: Pershing

While a broker-dealer helps supervise and facilitate the trading that converts your cash into invested assets, those assets are actually held by a custodian. Cetera Advisors works with two custodians. Pershing LLC custodies brokerage accounts, including the brokerage accounts within IRAs.

Pershing is a subsidiary of the Bank of New York Mellon Corporation, which is the nation's oldest continuously operating bank and one of the world's leading providers of securities services. Both Pershing and Cetera Investment Services have to meet certain net capital requirements and are subject to regular audits, both internally and by independent firms, to ensure the appropriate handling, segregation, and protection of investors' assets.