Broker Check

1313 Belmont Avenue, Hood River, OR 97031

(541) 386-2792
info@crownpointwealth.com
Client Login

About Us
We Genuinely Care About Your Financial Future

About
Crown Point Wealth Advisors

Crown Point is not only a beautiful and prominent viewpoint in the Columbia River gorge, but also a place to rest and reflect. Historically, to successfully travel through the Columbia River Gorge it took a great deal of fortitude, careful planning, and a clear vision of where you were heading. All these characteristics speak deeply to who we are as a company.

Our client’s vision for their future and the legacies they leave behind is at the heart of what we do at Crown Point Wealth Advisors. Having a vision and a plan are crucial in successfully navigating the everchanging world we live in today.

Partnering with our clients to truly understand what is most important to them is the best way to help fulfill their vision.  Just as those that originally traversed the Columbia River Gorge, we recognize there will be challenges and we gladly accept those challenges to help clients achieve their goals.  We sincerely look forward to partnering with you on this journey.

What Makes Us Different
What It Really Means to Put You First

Everything about the way we work is designed around one thing: making sure you feel supported, informed, and confident in your financial decisions.

Our Mission

Our mission is to provide thoughtful, personalized financial guidance that helps the people in this community feel more confident about their future. We're here to simplify the complex and be a calm, steady presence when it matters most.

Our Vision

We want every client who walks through our door to feel heard, valued, and empowered to take meaningful steps toward the life they want — without ever feeling rushed or pressured.

Our Core Values

Empathy, patience, and integrity guide everything we do. We believe in taking the time to get it right, explaining things as many times as you need, and always acting in your best interest — no exceptions.

Meet The Team
Get to Know the People in Your Corner

We'd love to share a little about who we are, what drives us, and why helping people in this community is the most rewarding work we can imagine.

James Williams

James Williams

Financial Advisor | Chief Compliance Officer & Co-Founder, Crown Point Wealth Advisors

Alyssa Smith

Alyssa Smith

Client Services Manager

Sharon Pack

Sharon Pack

Operations Manager

Joseph Guenther

Joseph Guenther CFP® 

Financial Advisor, Chief Investment Officer, Co-Founder,

Get Started
Let Us Help You Take the First Step

You don't need to have all the answers — that's what we're here for. Reach out today and let's start a conversation about what's possible.

Schedule a Call