Our Approach

How We Work

We customize our services to each individual by understanding their needs and goals at each phase of their financial lives. We take pride in partnering with our clients to align their values with their money so they can start living fully. Our consultative approach discovers your needs. Our custom advisory fee structure ensures you only pay for what you value.

When to Work With Us

Financial management is a lifelong responsibility. Every individual has a different relationship with their finances at different stages of their life. At Highland we call it the "wealth life cycle" and see three distinct phases where you would benefit from our services:

Creating Wealth = What’s my number?

Managing Wealth = Will my assets support my financial goals and lifestyle?

Relating to Wealth = Am I living my values through my wealth?

We know that financial management can be complicated and time-sensitive. We help clients manage the challenging decisions that can come with stock options and IPO, a business sale, concentrated holdings, inheritance, or other wealth events. We believe what sets us apart from our competitors is the depth of our relationship with our clients. Through candid and meaningful discussions, we help our clients tackle near-term objectives while looking ahead to the decisions to be made as financial needs change.