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Wealth Management

At CapitalPoint Financial, we turn aspirations into action.

Our Custom Wealth Management Framework

Whether you envision homeownership, generational generosity, or a retirement filled with security and joy, our advisors partner with you to:

  • Clarify priorities through structured goal mapping
  • Align resources with what matters most
  • Build momentum toward milestones with precision

We blend analytical rigor with compassionate guidance, transforming complex financial landscapes into clear paths forward.

Ready to align your wealth with your life’s purpose?

Talk to an Advisor for a goals-focused strategy session.

Talk to an Advisor

Financial Foundation Building


  • Annual wealth reviews & progress benchmarking
  • Cash flow optimization & spending audits
  • Goal prioritization roadmaps
  • Wealth organization systems & checklists

Asset & Lifestyle Protection


  • Insurance strategy audits (life, disability, long-term care)
  • Property/casualty coverage analysis
  • Estate plan & beneficiary reviews
  • Retirement community cost comparisons

Strategic Growth Initiative


  • Real estate advisory & mortgage rate monitoring
  • Preferred lending partnerships for competitive borrowing
  • College savings plan analysis (529s, trusts)
  • Social Security optimization & Medicare enrollment guidance

Collaborative Ecosystem


  • Vetted real estate professional networks
  • Philanthropic structuring for nonprofits
  • Business succession planning
  • Tax-aware legacy design

©2025 CapitalPoint Financial

Illinois: 450 Di Paolo Center Suite B, Glenview, IL 60025

Texas: 6015 Pine Forest Rd Houston TX 77057-1431

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