The 5 phases of the Client Process
Our approach to wealth management is as visionary as our customer service philosophy. We’d love to hear from you for an initial consultation.
Getting to Know Each Other
The goal of our initial meeting, which takes roughly 20 minutes, is to introduce ourselves to each other.
Your Investment Strategy
During your second meeting with Highlander we’ll tell you more about our investment strategy and gain an in-depth understanding of your needs, resources and goals.
The Makings of a Portfolio
We will work together so that you are excited to move forward with your new portfolio.
Welcome to Highlander