Erik Brandt, Financial Advisor, High Point Financial Group LLC

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United States
Lakewood, CO
Erik Brandt, Financial Advisor, High Point Financial Group LLC

Wealth Strategist for Business Owners & High-Income Professionals | Wealth Management Concierge They need strategy.

I work with business owners, founders, executives, and professionals who are building meaningful wealth and want to manage it intentionally. The people I serve tend to be disciplined, growth-minded, and focused on long-term results. As income increases, businesses grow, and assets accumulate, financial decisions become more interconnected. My role is to bring structure to those decisions across taxes, cash flow, investments, protection, business planning, legacy, and long-term financial independence. I entered financial services in 2018 and quickly realized that successful people rarely need more products. They need a trusted advisor who understands how capital flows through both their business and personal life and can help coordinate decisions efficiently. Many clients come to me during periods of growth or transition:

• Growing or scaling a business
• Increasing income and complexity
• Navigating equity compensation
• Investing in real estate
• Preparing for a future business exit
• Evaluating retirement or financial independence
• Managing significant liquidity events

Others simply want to answer an important question:

"When does work become optional, and what needs to happen to get there?"

Financial independence doesn't necessarily mean stopping work. It means gaining control over how and why you work. When income, assets, and lifestyle are positioned intentionally, decisions become clearer, opportunities become easier to evaluate, and confidence increases. At High Point Financial Group, we serve as a wealth management concierge and strategic planning partner. Our planning-first approach is grounded in tax awareness, disciplined investment structure, risk management, and long-term thinking. Clients hire us first for advice, leadership, and strategic guidance. From there, we help coordinate and implement the solutions that best support their goals. The objective is straightforward:

Build a strategy that supports the life you want to live and the legacy you want to create. Areas of Focus

• Tax-Conscious Wealth Planning
• Business Owner Strategy & Exit Planning
• Equity Compensation Planning
• Cash Flow & Liquidity Structuring
• Investment Oversight & Risk Management
• Real Estate & Alternative Asset Integration
• Retirement & Financial Independence Planning
• Estate, Legacy & Succession Coordination

10/05/2026

Many Americans (60%) have spent money on something expensive they later regretted, and a majority with regrets have more than one, according to a new NerdWallet survey.

10/03/2026

Estate planning tips on social media don't always contain misinformation, but what worked for one family may end up causing yours a whole heap of trouble.

10/01/2026

Gen X has had to adapt to a changing retirement landscape, with more responsibility for building their own financial future.

09/24/2026

Whether you’re a parent or grandparent, a 529 plan is one of the best ways to invest in a child’s future. That’s because these plans give you a tax-advantaged way to prepare for the cost of college, trade school—even K–12 tuition.
Reach out to me today and let me show you how easy it is to get started.

09/18/2026

Periods of market volatility can create uncertainty, particularly for those relying on retirement income. Having a strategy to support essential income needs may help provide greater flexibility when markets become unpredictable.

If you have concerns about market shifts, let’s schedule time to review how your current approach is positioned for changing market conditions.

09/16/2026

Tax planning can play an important role in retirement. In some cases, a Roth conversion may create additional flexibility by helping manage when and how retirement income is taxed. However, Roth conversions also involve important tax considerations that should be carefully evaluated.

If you'd like to explore whether a Roth conversion strategy could make sense for your situation, let's connect.

09/12/2026

History shows that global events can create short-term market volatility. It also shows that maintaining focus on long-term goals can help investors avoid reacting solely to temporary uncertainty.

If current events have raised questions about your financial strategy, I'd be happy to talk you through them.

09/10/2026

People are living longer and as a result, retirement lasts longer. That means retirement planning is about creating an income strategy designed to support a longer time horizon.

If you'd like to revisit your retirement plans and discuss how a longer retirement may affect your goals, let's connect.

09/08/2026

Learn more about recent findings reflecting the multigenerational impact of 529s, tax-advantaged plans designed to help families save for college.

In 1996, federal legislation paved the way for states to offer 529 accounts — tax advantaged plans that allow families to save thousands of dollars for college. The investment accounts – now at 17 million with nearly $627 billion in assets – have transitioned from solely a college savings tool...

09/06/2026

While the world has evolved over the past 250 years, these financial principles from the founding fathers still offer a playbook for building wealth today.

Address

215 Union Boulevard, Suite 200
Lakewood, CO
80228

Telephone

+13215491239

Website

http://highpointgrp.com/

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