How has High Point Capital Group Planning & Wealth Management's team size changed over time?

High Point Capital Group Planning & Wealth Management's team has grown from approximately 30 to 34 employees based on available data.

High Point Capital Group Planning & Wealth Management Employee Directory

Q: What departments does High Point Capital Group Planning & Wealth Management have?

High Point Capital Group Planning & Wealth Management has employees across 5 departments including Finance, Civil Engineering & Construction, Operations, Marketing, Administrative.

Q: What is the largest department at High Point Capital Group Planning & Wealth Management?

The largest department at High Point Capital Group Planning & Wealth Management is Finance with 3 employees.

Q: Where are High Point Capital Group Planning & Wealth Management employees located globally?

High Point Capital Group Planning & Wealth Management has employees across 4 continents and 9 countries including Israel, Malaysia, Singapore, United Kingdom Of Great Britain And Northern Ireland, Netherlands.

Financial ServicesWisconsin, United States11-50 Employees

High Point Capital Group Planning & Wealth Management is a mid-sized financial services firm based in Milwaukee, Wisconsin. It offers asset management, financial planning, insurance, estate planning, and corporate benefits, with a focus on providing objective, independent guidance in their clients' best interests. The firm serves individuals, families, and businesses, working to create personalized plans designed to accumulate and grow assets.

Securities and investment advisory services are provided through Osaic Wealth, Inc., a FINRA/SIPC-member broker-dealer, with Osaic Wealth independently owned. The firm notes it was founded by experienced advisors and emphasizes independent guidance in the clients' best interests. In 2017, High Point Capital Group added two wealth managers to its team, Taylor Hoskins and Matthew Loverine.

High Point Capital Group Planning & Wealth Management Global Highlights

North America
119

United States Of America
113
Canada
5
Costa Rica
1

Asia
3

Israel
1
Malaysia
1
Singapore
1

Europe
3

United Kingdom Of Great Britain And Northern Ireland
2
Netherlands
1

High Point Capital Group Planning & Wealth Management's Leadership

M. B.
Founder
Mobile Phone
Email
S. B.
Co-Founder
Mobile Phone
Email
W. Y. L.
Responsible Officer / Chief Investment Officer
Mobile Phone
Email
F. S.
Owner/Director
Mobile Phone
Email
K. W.
Owner
Mobile Phone
Email
A. K.
Vice President
Mobile Phone
Email
A. A.
Indiana State Director
Mobile Phone
Email
H. B.
Construction Manager
Mobile Phone
Email

High Point Capital Group Planning & Wealth Management Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Arts & Design
Community & Social Services
Other
Program & Project Management

Contact profiles from High Point Capital Group Planning & Wealth Management

Name

Title

Contact

Location

Last Update

W. Y. L.
Responsible Officer / Chief Investment Officer
Mobile Phone
Email
Hong Kong, Hong Kong
Oct 02, 2026
F. S.
Owner/Director
Mobile Phone
Email
Canada, Alberta
Nov 13, 2025
M. B.
Founder
Mobile Phone
Email
Oct 17, 2026
S. B.
Co-Founder
Mobile Phone
Email
Oct 17, 2026
K. W.
Owner
Mobile Phone
Email
Canada, British Columbia
Oct 16, 2026
A. K.
Vice President
Mobile Phone
Email
Aug 02, 2026
A. A.
Indiana State Director
Mobile Phone
Email
Oct 17, 2024
H. B.
Construction Manager
Mobile Phone
Email
Oct 22, 2024
P. B.
Operations Manager
Mobile Phone
Email
Oct 23, 2024
W. G. G.
Sales And Marketing Specialist
Mobile Phone
Email
Malaysia, Johor
Apr 16, 2026

Frequently Asked Questions

What is High Point Capital Group Planning & Wealth Management known for?

High Point Capital Group Planning & Wealth Management was founded in 2017 and operates in the Financial Services industry. You can contact High Point Capital Group Planning & Wealth Management's main corporate office by phone at

+1-414-253-****

. Explore High Point Capital Group Planning & Wealth Management's company overview page for more information.

What is High Point Capital Group Planning & Wealth Management's most common email format?

High Point Capital Group Planning & Wealth Management employees' email format typically follows the pattern of FLast@highpointcapitalgroup.com. Trying to find reliable and up-to-date employee contact data? Find more High Point Capital Group Planning & Wealth Management email formats with LeadIQ.

How many employees does High Point Capital Group Planning & Wealth Management have currently?

High Point Capital Group Planning & Wealth Management has approximately 29 employees as of October 2026. These team members are located across 3 continents, including North America, Asia and Europe.

Who are High Point Capital Group Planning & Wealth Management's key employees and leadership?

As of October 2026, High Point Capital Group Planning & Wealth Management's key employees include:

Founder: M. B.
Co-Founder: S. B.
Responsible Officer / Chief Investment Officer: W. Y. L.
Owner/Director: F. S.
Owner: K. W.

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High Point Capital Group Planning & Wealth Management Employee Directory

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