Welcome to WealthPoint Financial

Our Mission:

We strive to simplify your financial life and provide you the financial freedom to focus on your passions and be confident about your future.

Why Our Clients Choose Us

Organization

We will help you feel a sense of calm by bringing order to your financial life.

Acountability

We will help you follow through on financial commitments.

Objectivity

We bring insight from the outside to help you avoid emotionally driven decisions in important money matters.

Proactive

We work with you to anticipate your life transitions and to be financially prepared for them.

Education

We will explore what specific knowledge will be needed to succeed in your situation.

Partnership

We attempt to help you achieve the best life possible and will work jointly with you to make this possible.

Our Locations

Green Bay Office

Peshtigo Office

Newsletters

HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026

This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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Wealthy Colleges Face Expanded Endowment Tax

A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.

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Location, Location, Location: The Premium Parents Pay for Top Schools

Homes in neighborhoods with access to top schools tend to cost significantly more than a typical home in the surrounding area.

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Key Retirement and Tax Numbers for 2026

This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.

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More Newsletters

Calculators

Credit Card Debt

How Long Will It Take to Pay my Balance?

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Disability Income Insurance

How much Disability Income Insurance do you need?

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

More Calculators