Highland Wealth Management offers personalized, project-based financial planning. As a fee-only firm, Highland Wealth Management doesn't sell products or receive commissions. The firm provides advice through consultations, covering areas like financial goals, problem-solving, insurance review, investment management, education funding, and retirement planning. Clients make the final investment decisions and maintain control of their assets.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Highland Wealth Management does not manage investments directly. They provide investment advice, but clients make their own investment decisions.
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