WealthPoint Financial
Our Firm
WealthPoint Financial is a boutique financial services firm located in Wisconsin that has offices in Green Bay and Peshtigo. We take a custom blue-collar approach to working with our clients. Our advisors are hands-on and involved with our client's accounts at all times. Your needs, goals and dreams are our priority. We value long-term relationships, service, integrity and uncompromised quality. Our process aims to give you a new sense of control over your financial life. Our goal is to provide you with a high caliber, custom plan, tailored to your wants and needs.
It's not about what you choose to do but having the freedom to make the choice.
Affiliations: We proudly offer many investment products and services through Equity Services, Inc., our broker/dealer. ESI has a long record of financial strength and a reputation for integrity and innovative financial solutions. Equity Services, Inc. is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company, offering clients a full range of securities products and services. WealthPoint Financial also has a partner office out of Chicago, IL, Lakeshore Financial Group, who provides additional resources to our advisors and clients.