Titleist Asset Management, LLC

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HIGHPOINT WEALTH ADVISORS 0 Skip to Content Get Started Open Menu Close Menu Get Started Open Menu Close Menu Corpus Christi, Texas “Transforming lives through sound financial advice” Highly Personalized Wealth Planning and Investment Management Services Highpoint Wealth Advisors, LLC is a fiduciary financial advisory firm. That means, as a fiduciary, we are required by law to act in the best interests of our clients at all times Our Committment - “Providing fee-based investment management and fee-only financial advice with high ethical standards and without conflict of interest by avoiding the sale of products” Russell Franques As a Fiduciary, we strive to develop a personal relationship and a deep understanding of our clients and their financial goals by listening, learning, and solving. Each client is unique and needs custom solutions to achieve their wealth and legacy goals. We use clear, consistent communication with our clients. This philosophy is core to the firm’s success and builds long lasting client relationships. Our pricing model is simple. For investment services, your investments are managed for a fee based on the market value of the account(s), and includes sophisticated financial planning advice. There are never product sales or sales commissions and our fees are fully transparent. Financial advice is included with managed investment accounts or is available separately for an hourly or flat fee without investment management. We do not have CPAs or Attorneys a

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