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The best way to know where you stand? Stand next to the best.Jason Roesler and Matt Amsberry spent last week in Arizona ...
11/02/2026

The best way to know where you stand? Stand next to the best.

Jason Roesler and Matt Amsberry spent last week in Arizona with advisors and firm leaders from across the country at the Focus Advisor Solutions Summit.

Matt’s biggest takeaway: our mentors are pillars of the industry, and what our firm is doing for clients is leading the industry. That's the standard we hold ourselves to.

They also fit in a sunrise summit, because the best views take a little effort. ☀️

As the year winds down, it’s a good time to step back and ask a few simple questions:🔲 Do I know where all my accounts a...
10/30/2026

As the year winds down, it’s a good time to step back and ask a few simple questions:

🔲 Do I know where all my accounts are and how they fit together?
🔲 Do my beneficiaries still reflect my life today?
🔲 Has anything changed this year: a new job, a move, a new family member?
🔲 Does my plan still match my goals?

If any of these made you pause, you’re not alone. We’ll help bring the pieces together so you can head into the new year with clarity.
http://www.highpointcpa.com/consultation

“If I don’t have the cash for it, I’ll just finance it.”It’s a common thought around year-end, whether the purchase is a...
10/22/2026

“If I don’t have the cash for it, I’ll just finance it.”

It’s a common thought around year-end, whether the purchase is a new vehicle, a home project or something you’ve been waiting all year to buy.

But every major purchase affects more than this month’s budget. It can change how much flexibility you have later, and how quickly you reach the goals that matter most to you.

Before you commit, it’s worth asking a simple question: does this fit the bigger plan? HP Wealth Management is happy to help you think it through.
http://www.highpointcpa.com/consultation

Wealth management shouldn’t start with products or portfolios. It should start with you.What do you want the next 10 yea...
10/13/2026

Wealth management shouldn’t start with products or portfolios. It should start with you.

What do you want the next 10 years to look like? When would you like work to be optional? Who depends on you, and what do you hope to leave behind?

At HP Wealth Management, those are the first questions we ask, because a plan only works if it’s built around the life you actually want.

Let’s start the conversation. http://www.highpointcpa.com/consultation

To a lot of people, taxes, accounting, and investing can feel like a foreign language.That's exactly why we're here. Not...
09/25/2026

To a lot of people, taxes, accounting, and investing can feel like a foreign language.

That's exactly why we're here. Not just to do the numbers, but to help you actually understand what's going on in your own financial life, so you can make informed decisions with confidence. That's the kind of CPA relationship we believe in.

A little prep goes a long way toward a more productive conversation and a sharper strategy. Ready to talk Q4?
09/15/2026

A little prep goes a long way toward a more productive conversation and a sharper strategy. Ready to talk Q4?

Honoring the lives we lost. Never forget. 🇺🇸
09/11/2026

Honoring the lives we lost. Never forget. 🇺🇸

A well-run business should give you more freedom, not demand all of your time.The right financial systems can make it ea...
09/02/2026

A well-run business should give you more freedom, not demand all of your time.

The right financial systems can make it easier to make decisions faster, understand what’s happening, and spend more time on the things that matter most.

If your business feels like it’s running you instead of the other way around, we’re happy to talk through what could make things simpler. https://highpointcpa.com/consultation

Having cash in the bank does not always mean it is available to take out of the business.Before making a distribution, b...
08/21/2026

Having cash in the bank does not always mean it is available to take out of the business.

Before making a distribution, business owners need to consider factors such as cash flow, upcoming obligations, taxes, and basis. A healthy bank balance is only one part of the picture.

Not sure what your numbers are really telling you? We’re happy to talk it through. https://highpointcpa.com/consultation

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401 E Fremont Street
Laramie, WY
82072

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