Highland is expanding our presence in the Pacific Northwest through the acquisition of wealth management firm, Trellis Advisors. Based in Ellensburg, Washington, Trellis serves 190+ households with approximately $445 million in client assets.
Highland’s acquisition of Trellis is driven by a strong culture connection between our two organizations and deep alignment in our approach to wealth management. This partnership is built for impact:
A long-term relationship built on mutual trust: We have known Trellis founders, Ray and Crystal for well over a decade and have always respected their holistic advisory approach and commitment to excellence.
A deep alignment of purpose: Trellis was founded on helping clients create balance and confidence in their personal and financial lives, a goal that deeply aligns with our ‘Wealth Confidant’ advisory approach and mission to help clients live fully.
The ability to expand offerings and reach: Expansion in the Pacific Northwest has been a goal of Highland’s for some time, aiming to increase our reach and provide greater resources to serve our valued clients. The Trellis team is high caliber and brings many years of knowledge and experience that will continue to expand our client service capabilities.
Importantly, we are excited about expanding the Living Fully community and the opportunity to help more people connect money to a life of meaning and purpose. If you know of anyone who would benefit from Highland’s presence in Eastern Washington, please let us know.
You can see the press release here. (link to final Press Release)
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