Crown Point Wealth Advisors

Crown Point Wealth Advisors provides discretionary and non-discretionary investment management and integrated financial planning to a mix of individual clients (including high‑net‑worth households) and institutional clients such as pension and profit‑sharing plans, trusts, estates, charitable organizations, churches and corporations. The firm also offers retirement plan advisory and consulting services, including ERISA 3(38) investment management for employer‑sponsored plans and participant education.

Portfolios are customized to clients’ objectives and risk tolerance and typically use diversified allocations of ETFs, mutual funds and, when appropriate, individual securities, with rebalancing and quarterly reviews documented through custodian reporting and Tamarac performance tools. Crown Point describes its analytic methods as including fundamental analysis, modern portfolio theory and cyclical analysis, and may engage third‑party sub‑advisors for specialized strategies while retaining ongoing oversight.

Compared with many peers, the brochure discloses that some associated persons are licensed insurance agents who may receive insurance‑related compensation, and the firm acknowledges and discloses this potential conflict while leaving purchasing decisions to clients. The firm’s provision of ERISA 3(38) discretionary plan management alongside investment management for individual clients, combined with its relatively recent SEC registration and use of sub‑advisors and custodial platforms, are notable operational features called out in the ADV.