A complete list of active advisors currently associated with High Note Wealth, LLC

Warmer can help you find a great advisor at High Note Wealth, LLC or one who fits your needs even better.

High Note Wealth provides investment advisory and financial planning services to individuals, high‑net‑worth clients, and small businesses. The firm’s brochure shows a small advisory team managing roughly $683 million in discretionary assets for about 275 clients and offering ongoing portfolio management, financial planning, and coordination with third‑party managers. The firm offers both discretionary and non‑discretionary mandates and documents client goals, time horizons, and risk tolerances to guide asset allocation and monitoring, including oversight of held‑away retirement and education accounts. Its disclosure lists a wide range of analytical methods and strategies—fundamental, quantitative, technical and modern portfolio theory—and notes use of options, margin and other leverage, leveraged/inverse ETFs, and alternative investments when appropriate. High Note’s materials also highlight a few uncommon practices for a firm of this size: the firm advertises third‑party ratings and discloses the use of borrowing and margin strategies in client accounts, including in separately managed or held‑away arrangements. The brochure further describes use of a third‑party order management platform (Pontera) for held‑away assets, potential solicitor relationships when recommending third‑party managers, and custodial arrangements that include fee deductions and standing letters of authorization.

To learn more about the advisors currently working at High Note Wealth, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.