A complete list of active advisors currently associated with Highline Wealth Solutions
Warmer can help you find a great advisor at Highline Wealth Solutions or one who fits your needs even better.
Highline Wealth Solutions provides investment advisory and financial planning services to individuals and high‑net‑worth clients and also offers consulting to pension and other employee benefit plans, including guidance on manager selection and plan design. Its services include discretionary portfolio management supported by individualized investment policy statements, standalone financial plans, and pension consulting for plan sponsors. The firm describes an investment process that combines fundamental analysis and modern portfolio theory implemented through a long‑term trading approach, documenting client goals, tax considerations, and risk tolerance in tailored plans. HWS generally exercises discretionary authority for trading, conducts periodic reviews, and delivers custodian reporting to clients. Distinctive elements in the brochure include offering pension consulting alongside individual portfolio management and providing financial planning under both fixed‑fee and hourly arrangements, rather than only asset‑based billing. The brochure also discloses that supervised persons act as licensed insurance agents and may receive compensation for insurance products, and it notes the firm does not serve as a private fund adviser.
To learn more about the advisors currently working at Highline Wealth Solutions, 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.
Name |
Location |
Years of experience |
|---|---|---|
Columbus, OH
| 12
|
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
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