MINDFUL FINANCE

We use evidence-based mindfulness techniques to:

  • Help you understand the causes of money stress and conflict

  • Work with you to define your financial goals for your life, family, or business

  • Design a values-based investment portfolio that meets your goals

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.

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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.

  • Trained in mindfulness techniques, we help our clients better understand their feelings around money stress

  • You will make decisions about your finances that will help you achieve your goals in a way that aligns with your values

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.
SOLOMON HALPERN, CFP(R) President of Highlander

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.

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JESSE GRIMES Principal of Highlander

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

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