Crown Point Wealth Advisors

Crown Point Wealth Advisors Your reason is our why

There’s a lot that happens behind the scenes to make sure our clients have a great experience at Crown Point Wealth Advi...
09/03/2026

There’s a lot that happens behind the scenes to make sure our clients have a great experience at Crown Point Wealth Advisors.

From keeping things organized and coordinating the details to helping our team stay on track, Alyssa plays an important role in keeping the day-to-day moving. And while you might not always see all of that work happening, it makes a big difference.

We believe wealth management is about more than numbers, accounts, and financial plans. It’s also about communication, organization, follow-through, and having a team you know you can count on.

Alyssa is a big part of making that happen, one detail at a time. 💻

Summer may be winding down, but the memories are sticking around. ⚾️🌲James and his family made the most of the season wi...
09/02/2026

Summer may be winding down, but the memories are sticking around. ⚾️🌲

James and his family made the most of the season with a little baseball, some time in Sunriver, and plenty of quality time together.

At Crown Point Wealth Advisors, we talk a lot about planning for the future, but a good financial plan should also make room for the things that matter along the way. Family trips, favorite traditions, new experiences, and time spent together all count.

Here’s to a summer well spent and a fall full of whatever comes next. 🍂

Some of life’s best returns are measured in memories. 💙We’re so happy Alyssa and her family were able to enjoy some time...
08/28/2026

Some of life’s best returns are measured in memories. 💙

We’re so happy Alyssa and her family were able to enjoy some time away together. Helping our clients plan for the future is important, but so is making space for the moments that matter most.

We promise Joe is having a good time... he just takes walking very seriously. 😄Lucky for our clients, he takes financial...
08/27/2026

We promise Joe is having a good time... he just takes walking very seriously. 😄

Lucky for our clients, he takes financial planning just as seriously.

Some of the best investments don’t show up on a balance sheet.Every year, James and his nephews head out for their annua...
08/21/2026

Some of the best investments don’t show up on a balance sheet.

Every year, James and his nephews head out for their annual river trip, a tradition built around quality time, adventure, and making memories together.

It’s a reminder that while planning for the future is important, so is making time for the people who matter most.

What’s a tradition you look forward to every year? 🌊

One of Joe’s favorite ways to give back is through coaching. 🏀He loves spending time on the court, helping young athlete...
08/20/2026

One of Joe’s favorite ways to give back is through coaching. 🏀

He loves spending time on the court, helping young athletes build their skills, grow their confidence, and enjoy the game. Basketball skills camp is always a highlight of the summer!

Big financial decisions don’t have to feel overwhelming.Whether you’re planning for retirement, investing for the future...
08/14/2026

Big financial decisions don’t have to feel overwhelming.
Whether you’re planning for retirement, investing for the future, or simply looking for a second opinion, we’re here to help. Our team is committed to helping you build a financial plan that’s tailored to your goals.

Let’s start the conversation.

Champions! 🥎🏆A huge congratulations to Alyssa and her teammates, including Mari-Beth and Mickie from Crown Point Insuran...
08/13/2026

Champions! 🥎🏆

A huge congratulations to Alyssa and her teammates, including Mari-Beth and Mickie from Crown Point Insurance, on taking 1st place in the women’s slow pitch softball league!

We’re proud to cheer on our team both in and out of the office. Way to bring home the championship!

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

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