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

Our work is to help clients meet and exceed their life goals—financial, business, family, and personal. We do this by providing exceptional, open-ended service across our clients’ lives. We’ll pull out all the stops to make sure our clients are successful whether it’s:

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

Mindful Finance and impact investing make beautiful bedfellows. Often, when investors approach their finances from the Mindful Finance perspective, they discover new, non-financial goals along with clear financial goals. These discoveries becomes guideposts for portfolio creation, causing investors not only to invest to “do well by doing good,” but in a way that can fulfill their individual needs as an investor.

Learn more about our Impact Investing philosophy.


Highlander is a Mindful Financial services company dedicated to creating a better world. We offer a seamless blend of successful investment strategies, creative insurance solutions, consulting services, and caring support to our family of clients.

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.