We use evidence-based mindfulness techniques to:

Highlander is reshaping wealth management by bringing awareness of personal experience into finance.

We provide tailored investment portfolios and unique investment advice to individuals, families, and organizations, within the context of a non-judgmental understanding of your values and goals.


Portfolio Management

Highlander can artfully manage and protect your investment portfolio, and be your advocate and resource as growth opportunities arise.

Life Insurance & Long Term Care

We specialize in creative insurance solutions. Our approach is based on creating a relaxed, non-fearful context for intelligent conversations about your needs, resources, and goals.

Mindful Financial Planning

We will guide you through a comprehensive process to unearth your personal financial goals and work through the essential areas needed to build a solid financial plan.

Private & Corporate Consulting

Highlander is a respected entity in the world of mindful leadership. Our professionals deliver speaking engagements, provide private and corporate consulting, and write on mindfulness topics.

5-minute Assessment

My Money Mandala assess our habits with money from the point of view of 5 Positive Personality Styles.

As Seen In

Our approach to money and mindfulness:

Money and other financial aspects of life can cause stress. We can help you navigate and become empowered by your financial life.

Learn about our client process and see how we combine solid financial advice with sound mindfulness techniques.

What is Mindful Finance?

A Mindful Finance company is run by mindfulness practitioners.

Get to know our financial advisers.

Sol is the original pioneer of Mindful Finance. Through his work as an investment advisor, writer, lecturer, and consultant, he articulates all the ways that mindfulness practices can help individuals and organizations.

Jesse leads Highlander Wealth’s executive-level client service experience and is devoted to brighter financial futures. Jesse is a lifelong meditation practitioner.