Your financial
situation is unique.

Your financial advisor should be too.

OUR APPROACH

Highland Private - Icon - Wealth Confidant

Wealth Confidant: an ally who helps you discover what's possible, helps optimize your investments, and integrates your life and money

LET’S GET STARTED

WE ARE WEALTH CONFIDANTS

Highland Private - Icon - Certified Professionals

Financial professionals who help invest, grow, and protect your money

Highland Private - Icon - Trained Coaches

Trained coaches who lead focused, heart-centered life and money conversations

Highland Private - Icon - Guides

Guides who integrate your top priorities and goals for living fully into your financial plan

ASK A WEALTH CONFIDANT

Want to get aligned with your spouse on financial goals?

Have questions on how to make the most of your concentrated stock?

Need advice on finding the right financial advisor for your situation?

EXPLORE INSIGHTS FROM WEALTH CONFIDANTS

Expect more from your financial advisor.

TALK TO A WEALTH CONFIDANT