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
Website: https://www.woitaplanning.com/

Total Office Members: 10
Total Advisors: 5

Description:
We are a comprehensive financial planning firm that focuses on a team approach when working with clients in their investment, insurance, estate planning, and tax needs.

We are most interested in:

Joining our Practice (1099, W2, Both)
Expanding their offering
Succession Planning

An advisor with the following background:
We are interested in having an advisor join our existing practice in Eau Claire, WI. We also welcome the opportunity to expand into Florida, and would be able to provide succession planning for an already existing practice.

An advisor located within 5 to 75 miles from our office location.
An advisor with $15M to $75M assets under management.
We are open to expansion into the following regions:
Eau Claire, WI
Altoona, WI
Tampa, FL

We focus on

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: eMoney, Wealth Vision
Trading Platform: Enhanced Trading
Performance Reporting: LPL Performance Reporting
Client Portal: Accountview
401(k) Software: fi360
Advisor Compensation: AdvisorBOB

Firm Custodians

Charles Schwab
Fidelity
LPL Financial

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

North Point Advisor Group

North Point Advisor Group

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

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