Advisor at Crown Point Wealth Advisors
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Firm
Crown Point Wealth Advisors
Location
Hood River, OR 97031
Credentials
CFP®, Series 66
Industry experience
18 years
Joseph Guenther is a CFP® with 18 years of industry experience, currently serving at Crown Point Wealth Advisors in Hood River, OR. His previous roles include positions at Edward Jones and Purshe Kaplan Sterling Investments. Outside of advising, he holds the treasurer position for the Hood River Adult Softball league, managing its accounts and reporting to the board. Crown Point Wealth Advisors offers discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, and institutional clients. The firm customizes portfolios based on client objectives and risk tolerances, utilizing asset allocation, diversification, and various analytical methods while providing fiduciary oversight and quarterly reviews.
Based on Crown Point Wealth Advisors
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.60% $10,000,001+: 0.50%
Fee-only: Financial planning and consulting services are complimentary for clients with investment management services.
1313 Belmont Ave.
Hood River, OR 97031
Arizona · California · Oregon · Washington
Private Client Services
2025 - Present (1 year)
Purshe Kaplan Sterling Investments
2023 - 2025 (2 years)
Crown Point Wealth Advisors
2022 - Present (4 years)
Edward Jones
2008 - 2022 (14 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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