Highland Advisory Group offers services that connect all of the financial aspects of your life. Our client roadmap includes establishing your important financial goals, but more importantly we want to know about your passions, your dreams and how you view money. That way, we can craft a financial plan that is as individual as you.
Personal financial services to support your goals
At Highland Advisory Group our goal is to help clients feel that they are empowered with their money. That means enabling you to make life choices in which money and finances are not obstacles or a source of worry.
Our clients are professionals, retirees, business owners, and multi-generational families
Some have come to us following a divorce or death of a spouse. Others have transitioned to our firm when their financial needs become more complex and multi-faceted. No one is typical, all are unique. As a result we have developed skills in many areas of wealth management.
Highland Advisory Group is committed to the best client service in the industry
We are a multi-disciplined team with more than 100 years of collective experience helping business owners and families manage their finances. We take pride in helping clients solve a diverse set of financial challenges by listening first, then offering options, choices and personalizing each investment strategy.
Personalized financial services as individual as you
Increasing your wealth means more than just your return on investments and balancing your portfolio. At Highland Advisory Group we take a personal approach to your financial life.
The first step is determining your financial needs and long-term goals. We sit down and discuss your story. What are your passions? Tell us about your family. What are your proudest accomplishments? If money were not on your mind, what would we be talking about? Those questions help us understand your values and attitudes toward money management and how we can craft a personal investment policy statement that fuels your passions.
Then, our work begins
We sort through the investment options and screen out those that do not match your objectives. We assess your risk comfort and then create a Financial Roadmap that takes into account all aspects of your complex financial life - your taxable assets, investments, retirement benefit plans, pensions, inheritance, charitable giving, family values and more.
Finally, we are always available to guide you through the rough spots to ensure that your money, assets and goals are on track, even when the markets are volatile or you have a change in your own personal life.
We offer one-to-one counseling to clients
Private wealth management strategies demand personalized service. We specialize in comprehensive financial services, which include managing your investments as well as coordinating all the advisors who play a part in managing your wealth and estate.