At Highlander Wealth, our service philosophy is built around you

Bringing humanity into finance.

When it comes to your financial well-being, competence and compassion are our key deliverables. Our mission is to be mindful of your financial goals, and to make sure they’re achieved in a thoughtful and empowering manner.

Achieving your goals

Our approach to increasing your wealth is achieved through:


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.

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