Investment Services

Invested in You

At Highpoint Wealth Management, we place a strong focus on servicing our customers’ total financial needs. Our philosophy is simple. We offer access to services and professional advice where you feel the most comfortable. Now you can tend to all of your financial needs in one, convenient location.

Helping you meet your total needs includes developing financial strategies that match your unique lifestyle and address your specific goals. Whether your goals include college education funding, retirement planning, generating income, or tax reduction strategies – whether your objectives are growth, safety, income, or a combination of all three – we are committed to helping you reach them.

Make an appointment today with Jeff Steeby. He can answer any of your investment questions, and show you how to make your money work harder for you. They’ll arrange a free, no obligation appointment and prepare a financial strategy customized to your individual investment goals and objectives. Call (269) 945-2401 or email us for a meeting at any of our branches, at your convenience.

Certified Financial Planning

Your local Certified Financial Planner is as close as your local Highpoint Community Bank branch.

Investment, annuity, and insurance products and services are:

  • Not a Deposit
  • Not FDIC Insured
  • Not Insured by any Federal Government Agency
  • Not Guaranteed by the Bank
  • May Go Down in Value