A complete list of active advisors currently associated with Highland Wealth Advisory LLC

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

Highland Wealth Advisory LLC provides ongoing portfolio management and financial planning to roughly 55 clients, including individuals, high-net-worth individuals, pension and profit-sharing plans, and foundations/charities. The firm offers discretionary investment supervisory services implemented through individualized Investment Policy Statements, along with fixed-fee or hourly financial planning and advice limited to mutual funds, equities, bonds, ETFs, REITs and certain insurance products. The firm typically documents client goals and risk tolerance in an Investment Policy Statement and implements portfolios using discretionary authority, combining long-term and short-term trading, options writing, and tax-aware strategies coordinated with clients’ tax advisors. Its investment process draws on charting, fundamental, technical and cyclical analysis, and accounts are reviewed on schedules ranging from quarterly to annually or in response to material events. What distinguishes this adviser is its material engagement with employer retirement plans — the brochure discloses approximately $14.16 million in ERISA-related assets within total discretionary assets — indicating a notable pension consulting practice for an independent adviser. The firm also requires clients to custody assets with its recommended custodian and employs options-writing strategies (including covered and uncovered positions), which can affect both the firm’s operational relationships and the risk profile of client portfolios relative to many peers.

To learn more about the advisors currently working at Highland Wealth Advisory 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.