Highroad Wealth Advisers, LLC

HighRoad Wealth Advisers offers ongoing portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. They create an Investment Policy Statement for each client to outline their current situation and construct a plan to select a suitable portfolio. HighRoad Wealth Advisers primarily uses mutual funds, equities, bonds, fixed income, ETFs, REITs, insurance products including annuities, and government securities. Clients can impose restrictions on investments, but HighRoad Wealth Advisers reserves the right to end the relationship if restrictions prevent them from properly servicing the account.