A complete list of active advisors currently associated with HighRise Wealth Management
Warmer can help you find a great advisor at HighRise Wealth Management or one who fits your needs even better.
HighRise Wealth Management provides portfolio management, pension consulting, and financial planning to individuals (including high‑net‑worth clients), as well as corporate and municipal accounts. The firm works with clients across retirement accounts and documents each relationship with a client‑specific Investment Policy Statement. The firm’s investment process is driven by those IPSs and regular monitoring, and it employs fundamental analysis, modern portfolio theory, quantitative and technical methods. HWM uses both long‑ and short‑term trading and options strategies, generally operates with discretionary authority when granted, and delivers periodic (quarterly) account reporting. What is most notable about HWM is that it also operates as a licensed insurance agency; certain advisory personnel are licensed to sell annuities and other insurance products for commission, separate from advisory fees, and the firm discloses it will not receive both a commission and an ongoing advisory fee on the same assets. As a small, single‑advisor registered firm that does not utilize third‑party sub‑advisers, its combination of insurance product sales, use of options and private placements, and trading in specialized ETFs (including precious‑metal ETFs) distinguishes it from many peers.
To learn more about the advisors currently working at HighRise Wealth Management, 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 |
|---|---|---|
Miami, FL
| 8
|
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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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