Dakota
Dakota
Book a Demo
Talk to an Expert

High Point Wealth Management LLC

EST. AUM
$192,944,404

CONTACTS

CLIENT ACCOUNTS
374

Firm Details

Metro area North Jersey
CRD Number 147111
Website highpointwealth.com
Client types

Overview

High Point Wealth Management is an independent, fee-based Registered Investment Advisor founded in 2008 by Bradford S. Gruby, a former Managing Partner at Accenture. The firm is based in the New Jersey area and provides financial planning and investment management services with a fiduciary responsibility to act in clients' best interests. All investment recommendations are driven by the client's financial plan, and the firm does not receive commissions for trades or products.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy