About
Highlander is a Mindful Finance company providing portfolio management, life insurance, and consulting services to our family of clients
Our approach to wealth management is based on a lifetime of mindfulness practice.
We help our clients understand complex variables and achieve their financial goals by providing a full view of options in the context of a safe, relaxed atmosphere of care and trust. We prioritize awareness of our client’s experience.
Highlander is a Mindful Finance company that employs values centered around mindfulness practice to help clients navigate the emotions around personal finance to achieve their financial goals.
Customer Service Philosophy
- Starting or selling a business
- Changing the world through charity
- Sending a child to a top university
- Traveling the world
- Or having the opportunity to attend a historical event
It’s no secret that thinking about money and finances can cause stress. Let Highlander help you become empowered to take confident control of your financial life. From simply getting to know you and then investing on your behalf, to bringing clarity to all your financial decisions, we are here to support the entirety of your financial life.
How do we implement mindfulness at Highlander?
Socially Responsible Investing & Impact Investing
Learn more about our Impact Investing philosophy.
Mission
We’re a B Corp. B Corps are a new type of company that uses the power of business to solve social and environmental problems. B Corp certification is to business what Fair Trade certification is to coffee or USDA Organic certification is to milk.
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.
