Derick Klug

Role: President at High Point Capital Group Planning & Wealth Management
Location: Milwaukee, WI, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

About Derick Klug

I\'m a member of a collaborative group of driven, independent financial advisors who…

Experience

President
High Point Capital Group Planning & Wealth Management
Jan 2023 — Present

Contact information

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Work email
•••••@highpointcapitalgroup.com
Personal email
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Current company

High Point Capital Group Planning & Wealth Management

Financial Services · 31 employees · Founded 2017 · Milwaukee, Wisconsin, United States

High Point Capital Group is on a mission to create long-lasting relationships with our clients. We bring a fresh approach to financial planning. Founded by experienced advisors and located in Milwaukee, Wisconsin, we bring more than 130 years of collective expertise, achievement, and respect to our clients. Independent and committed to our client\'s best interest, we are focused on delivering objective guidance and advice. The professionals at High Point Capital Group specializes in asset management, financial planning, insurance, estate planning and corporate benefits. We work with a wide array of individuals, families and businesses to create a personalized plan to help accumulate and grow their assets. Securities and investment advisory services offered through Osaic Wealth, Inc, member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. For full disclosure, please visit hpcg.com

highpointcapitalgroup.com

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About Derick Klug

Experience

President

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