Mahtomedi, MN 651.447.2235

Altoona, WI 715.598.7011

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We Are North Point Advisor Group

U Advisors and Woita & Associates are now North Point Advisor Group. This merger of peers brings two firms together united around a foundational belief that a client’s goals should be at the center of every action. With a systematic approach to client service, and a passion for growth, North Point Advisor Group is positioned to be a regional leader in the financial services industry.

Our Team

We are led by our existing partners and leadership teams including; Michael Dolezal as CEO, David Hopkins as President of Business Development, and Paul Woita as President of Advisor Development. Our team members will continue to grow with us and are committed to helping our clients.

Our Advisors: Still Here to Serve Your Needs

Mike Dolezal, CFP®, CEPA®
Financial Advisor
David Hopkins, CFP®, AIF®, RICP
Financial Advisor
Jeff Kolodjski, AIF®
Financial Advisor
Jackie Schoettl
Financial Advisor
Sandy Sorensen
Financial Advisor
Paul Woita, CLU®
Financial Advisor
Charles Zwiefelhofer, AWMA®
Financial Advisor

What Does This Mean To You?

If you’re a current client, we want you to know that there is no action required from you. You can expect the same high-quality service and expertise you’ve come to expect. Our new name reflects where we’re headed – forward – and we look forward to our continued partnership.

If you’re looking to build a relationship with an advisor and firm, we invite you to contact us today. We are committed to taking a comprehensive approach to working with clients. Our team works to provide holistic guidance in these areas. Whether you’re new to planning or have complex needs, North Point’s team systematically works with you throughout the years as you strive towards your financial goals.

Our Services

Financial Planning
Asset Management
Estate Planning
Tax Strategies
Retirement Planning
Risk Management Services

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