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Monday 8am - 4pm Tuesday 8am - 4pm Wednesday 8am - 4pm Thursday 8am - 4pm Friday 8am - 2pm

Crown Point Wealth Advisors

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Crown Point Wealth Advisors

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Your reason is our why

10/30/2026

Not sure what to ask your financial advisor? Start here. 📞

You don’t have to know all the right financial terms or come to the conversation with everything figured out.

Sometimes the best place to start is with a few simple questions:
• Am I on track for the goals I’ve set?
• Should anything in my plan change based on what’s happening in my life?
• Are there areas of my finances I may be overlooking?
• What should I be thinking about over the next few years?
• Is there anything I should be doing differently right now?

Good financial conversations start with questions, and there’s no need to wait until you have everything figured out to ask them.

Have a question that’s been sitting in the back of your mind? Give our team a call and start the conversation. 📞

10/30/2026

What does it mean to have a team behind your financial life?

It means there are people working together behind the scenes to keep communication moving, stay organized, answer questions, and make sure the details don’t get overlooked.

That collaboration matters. While every member of our team has a different role, we all share the same goal: making sure our clients feel supported when they work with CPWA.

And yes, sometimes that means getting everyone around the same table. 👏

Looking for a financial team you can build a relationship with? Give us a call and let’s start the conversation.

10/28/2026

Paperwork might not be the most exciting part of your financial life, but keeping it organized can save you a lot of headaches later. 📄

Account statements, beneficiary information, tax documents, insurance policies, estate planning documents, and other important records can pile up quickly. Knowing what you have and where to find it makes it much easier when you actually need something.

A good rule of thumb? Set aside some time periodically to go through your financial paperwork, update anything that’s changed, and securely dispose of documents you no longer need.

As for Sharon? She clearly has the paperwork part covered. 😂

Have questions or need help getting something to our team? Give CPWA a call. We’re happy to point you in the right direction.

10/23/2026

When was the last time you checked in on your financial life? 💻

It’s easy to put finances on autopilot, especially when life gets busy. But taking time to review things like your accounts, beneficiaries, retirement contributions, important documents, and financial goals can help you spot what may need your attention.

You don’t need a major life event to start getting more organized or asking questions about where you stand.
Not sure what you should be reviewing or where to start? That’s what our team is here for.

Give CPWA a call and let’s get the conversation started. 📞

10/22/2026

There’s a lot that happens behind the scenes at a financial advisory office. 👀

Client service isn’t only about the conversations you have with your advisor. There’s also plenty of work happening in the background to keep things organized, answer questions, coordinate details, and make sure clients have the support they need.

That takes a team.

Here’s a little behind-the-scenes look at Joe and Sharon doing what they do best: working together and keeping things moving at CPWA.

Have a question or need something from our team? Give us a call. We’re here to help.

10/21/2026

When is a good time to talk with your financial advisor? 📞

Often, it’s when something in your life changes.

A new job, a raise, retirement getting closer, a major purchase, changes in your family, or a shift in your financial priorities can all be reasons to have a conversation.

Your financial plan should reflect what’s happening in your life, and as life changes, it can be worth taking another look at your goals and the path you’re taking to reach them.

That’s why conversations like this are such an important part of what we do.

Have a question about your financial future? Give our team a call. We’re always happy to start the conversation.

10/16/2026

Just Alyssa, hard at work and repping CPWA while she does it. 🙌

A lot happens behind the scenes around here, and chances are Alyssa has a hand in keeping at least some of it moving.

We couldn’t resist snapping a photo of her in action, especially with the CPWA shirt making an appearance. 💙

Have a question or need to get in touch with our team? We’re always happy to hear from you. Reach out and let’s start a conversation!

10/15/2026

A great day on the course with some familiar faces! ⛳

Joe recently helped bring together HRVHS Hall of Famers for a Hall of Fame Golf Scramble, giving past honorees a chance to reconnect, catch up, and enjoy a little friendly competition.

For Joe, putting on the scramble was about more than a day of golf. It was an opportunity to bring people together and celebrate the athletes and community members who have been part of HRVHS history over the years.

Thanks to everyone who came out and made it such a fun day! 🏌️

10/14/2026

Sometimes the best conversations happen outside the office. 🎣

Our team recently traded desks and meetings for a day on the water, spending some time fishing with one of our clients.

One of our favorite parts of what we do is getting to know the people we work with beyond the numbers.

Days like this give us a chance to slow down, enjoy some good company, share a few laughs, and hopefully catch a fish or two along the way.

Not a bad day at the office, if you ask us. 😉

10/12/2026

When Joe isn’t in the office, you might find him out on the field. 🏈

Joe has been spending some of his time coaching flag football alongside a great group of fellow coaches.

Coaching is about a lot more than learning the game. It’s showing up, encouraging kids, teaching teamwork, building confidence, and making sure everyone has a little fun along the way.

We love seeing our team getting involved and giving their time to the things that matter to them. And we have to say, Joe looks pretty natural on the sidelines! 👏

Address

1313 Belmont Avenue
Hood River, OR
97031

Opening Hours

Monday	8am - 4pm
Tuesday	8am - 4pm
Wednesday	8am - 4pm
Thursday	8am - 4pm
Friday	8am - 2pm

Telephone

+15413862792

Website

http://www.crownpointwealth.com/

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