A complete list of active advisors currently associated with Highmark Wealth Management LLC

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

HighMark Wealth Management serves individuals, high‑net‑worth clients and retirement plan sponsors, providing discretionary and non‑discretionary investment management, financial planning and retirement plan consulting. The four‑advisor team manages roughly $611.7 million in client assets and implements portfolios composed primarily of mutual funds, ETFs, individual equities and allocations to independent managers. The firm typically offers services on a wrap‑fee basis that can include trade execution, custody and reporting, and it also accepts standalone planning engagements when requested. HighMark’s investment process uses charting, fundamental and technical analysis, and the firm discloses that it may permit borrowing (margin or securities‑based loans) and treats cash positions as an asset class when managing accounts. Noteworthy distinctions include acting as a wrap‑fee program sponsor — with Fidelity serving as the custodian for program accounts — which the firm discloses can create incentives related to trade frequency and transaction costs. The brochure also discloses the use of compensated promoters/endorsements to introduce prospects and a recommendation relationship with an independent manager (FirstLight) that involves a familial connection to the principal and requires a separate client agreement to address the conflict.

To learn more about the advisors currently working at Highmark Wealth Management 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.