Roslyn Heights, NY Office

Highland Wealth Advisors provides financial planning and referral services to individual clients, identifying high-net-worth individuals among its client types. Services described in the brochure include investment, retirement, tax, college and debt/credit planning, and the firm may refer clients to third-party money managers and receive solicitor fees for those referrals.

The firm’s advisory process draws on charting, fundamental and technical analysis and may use both long‑term and short‑term trading strategies; recommendations are implemented across mutual funds, equities, bonds, ETFs, REITs, private placements and other securities as appropriate. Financial planning and advisory work are billed on fixed or hourly bases rather than as percentage-of-assets or performance-based fees, and HWA states it does not collect fees in advance.

Several operational features distinguish Highland Wealth Advisors from many peers: the principal, Ira Wade Schack, is also a practicing attorney and a licensed insurance agent and may offer legal or insurance services to clients (with disclosures about potential conflicts). The brochure also reports no discretionary or non‑discretionary assets under management as of December 2025 and emphasizes solicitor arrangements with third‑party managers, with fees disclosed between the client and those managers.