A complete list of active advisors currently associated with Highwind Wealth Management

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

Highwind Wealth Management is a fee-only, registered investment adviser that provides discretionary portfolio management, ongoing wealth management, and project-based financial planning to individual clients, including high-net-worth individuals. The firm also offers tax return preparation and related tax services as part of its practice. The firm constructs portfolios using asset-allocation principles aligned with modern portfolio theory and employs both passive and active strategies, drawing on fundamental and technical analysis as appropriate. Investment authority is discretionary within client-imposed limits, and the adviser explicitly considers tax efficiency and can implement socially responsible investment options when requested. What distinguishes the firm among peers is its small scale — a single-advisor practice managing roughly $23 million for a few dozen clients — combined with a principal who holds both CFP and Enrolled Agent credentials and who provides tax-preparation and IRS-representation services in-house. The firm also manages held-away assets under the same advisory relationship and has disclosed specific procedures for handling and charging for those assets, and the principal maintains a limited outside consulting role developing a wealth platform for freelancers.

To learn more about the advisors currently working at Highwind 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.