North Point Advisor Group

  • RIA Only
  • Hybrid

North Point Advisor Group

903 South Hillcrest Pkwy
Altoona, WI 54720
Phone: 715-598-7011
Fax: 715-598-7016

Locations:
  • Altoona, WI
  • Mahtomedi, MN
Website(s):
Total Office Members: 24
Total Advisors: 8
Description:

North Point Advisor Group offers personalized financial advice, proactive tax planning and filing, independent investment management, and estate planning tools and resources to midwestern individuals and families. We also provide integrated financial planning services to small business owners including business value estimates, business tax filing and proactive tax planning, as well as business bookkeeping and integrated personal financial advisory services. We work with clients in the Altoona, WI Eau Claire, WI, Chippewa Falls, WI and Mahtomedi, MN, White Bear Lake MN, and North St Paul, MN areas.

Our Focus Areas
  • Ultra-High-Net-Worth
  • High-Net-Worth
  • Financial Planning
  • Investment Management
  • Tax Management
  • Income Planning
  • Retirement (401k)
  • Business Services
  • Consultation Services
  • Insurance
We Offer
  • Office Space
  • Remote Work Setup
  • W2
  • 1099
  • In-House Portfolios
  • Marketing
  • Administrative Support
  • Coaching
Technology Stack
  • CRM: Redtail
  • Financial Planning: Wealth Vision, Holistiplan
  • Trading Platform: Enhanced Trading
  • Performance Reporting: LPL Performance Reporting, Y Charts
  • Client Portal: Accountview
  • Advisor Compensation: AdvisorBOB
  • Other: RISR, Jump, GVA SecureOffice
Firm Custodians
  • Charles Schwab
  • Fidelity
  • LPL Financial

If interested in joining this practice, or looking to learn more, please click the button below!

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