About Us
In my opinion, most people struggle with having a good financial plan throughout their life. However, with some guidance and expertise, a good financial plan is attainable for most people.
At Highpointe Wealth Management, we provide truly unbiased advice to help you reach your financial goals. We have services that can help you make the most of your wealth, whether you are a young professional, in retirement, or any other stage of life.
About Allen Dable
President
Wealth Management Certified Professional
Allen Dable, the founder of Highpointe Wealth Management, started his career in the financial industry in 2014. Most recently, he worked for a Fortune 100 company where he managed nearly $100 million in client assets. Allen is passionate about helping people make the most of their wealth no matter what stage of life they are in.
Becoming an adult during the financial crisis, Allen realized he needed to figure out retirement planning on his own. He saw a lot of people who didn’t know where to start when it came to retirement planning, and they were not participating in company-sponsored 401(k) programs. Not wanting his coworkers and friends to miss out, Allen started helping them get started with their 401 (k) plans. This sparked his interest in the industry and he started his career in the industry almost a decade ago. After gaining years of experience working for some of the best firms in the industry, Allen felt he could help even more people find financial success by starting Highpointe Wealth Management.
“One of our favorite success stories was a client who was working 70 hours a week and struggled with finances for years. After helping that client set goals and put together a financial plan, the client began to have more certainty and started to enjoy life again.”*
*May not be representative of all client experiences; no guarantee of future performance or success.
Why Choose Us
Our goal is to provide a high level of service to our clients. We want to know you and your unique needs, situations, and goals so we can customize a plan for you. We are always there to answer your questions and help you on your road to financial success.
At Highpointe Wealth Management, we build portfolios tailored to your unique situation, goals, and stage of life. Unlike some of national firms, we look at more than just your retirement investments to take a holistic look at your financial picture.
At Highpointe Wealth Management, client outcomes are more important than one size fits all products.
Our Services
Wealth Management
We can help you set your financial goals and work with you to create actionable steps you can take to achieve those goals.
Financial Planning
Our financial planning services can help you figure out how to make the best use of your money now and into the future.
Retirement Planning
Let us help you meet your retirement goals no matter what stage of life you are in.
Small Business Retirement Plans
We specialize in retirement plans for small businesses that have one to 50 employees.