SERVICES
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:
- Careful management—a balance between protecting what you already have and the pursuit of growth
- Unique investment portfolios and private investments that cannot be accessed anywhere else
- A strong, tailored plan for the growth of your assets and the accomplishment of your goals in philanthropy, education, generational transfer of wealth, and more
Services
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.
As Seen In
