We are a boutique firm made up of experienced professionals who are attracted to serving clients in an atmosphere that offers a rare combination of sophisticated financial advice with a mandate for client care.
As a fiduciary, Highland treats your money as if it were our own. We manage the financial details so you can invest your time and energy in doing the things you love. Our goal is for our clients to move forward with clarity, confidence, and peace of mind at every phase of their financial life.
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 retainer structure ensures you only pay for what you value.
Our clients influence their family, community, and others in their personal and professional lives. They share an appreciation for a thoughtful approach to integrating their life and money. We work with executives, professionals, business owners, wealth beneficiaries, and other high net worth individuals in the Puget Sound region and other high-growth communities.
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. 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.