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About Gradepoint Financial
Gradepoint Financial stands as a beacon of independent financial guidance, leveraging over 50 years of combined experience to craft tailored wealth management solutions. Committed to client success, they prioritize comprehensive planning across four key pillars: wealth creation and growth, protection and preservation, tax-efficient wealth distribution during life, and posthumous wealth distribution. As independent advisors, they offer unbiased advice, free from proprietary product pressures, ensuring recommendations align solely with client needs. Their personalized approach fosters enduring client relationships, particularly within the healthcare industry demographic in the Greater Chicagoland Area. Through meaningful partnerships and access to diverse resources, Gradepoint Financial empowers clients to pursue long-term financial goals with confidence, integrity, and expertise.
Pricing options
Regulatory filings
Areas of specialty
- Creating and Growing Wealth
- Protection and Preservation of Wealth
- Distribution of Wealth
- Appropriate Investments
- Adequate Life Insurance
- Retirement Planning
- Charitable Gifting
- Tax-Efficient Strategies
More about Gradepoint Financial
| Designations | Minimum asset threshold |
| Registered Investment Advisor | $100k |
| Firm CRD Number | Number of advisors |
| 172555 | 6 |
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Secure your future and achieve your goals with a free matchto financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Gradepoint Financial.