“95% of women will become sole managers of family wealth, and yet 70% feel underserved by financial advisors.”

- WomenDoingWell.org

Women are changing the financial management landscape. We’re paying attention.

Women own 51.3% of all personal wealth in the United States and nearly half of affluent investors are women. But here’s the challenge: they’re looking for something different than what’s been offered in the past.

We participate with organizations and nonprofits dedicated to women and wealth management. We know from their research that in financial matters:

  • Women want to understand and to be understood.
  • Women do the hard work of investigating and researching before taking action.
  • Women want their investments to align with their values.
  • Women influence or direct the majority of household philanthropy.
  • Women are not certain they can trust financial advisors.

That’s why the Highland promise matters to you.

We’re independent, impartial, and unbiased advisors. We work for you. And only you.

We can guide you wherever you find yourself in the retirement savings continuum. Together, we can create a roadmap to help you to retirement and beyond. We want you to enjoy everything that makes life worthwhile for you.

“Every step, even a tentative one, counts.”

- Anne Morrow Lindbergh, Gift from the Sea

A Simple Conversation

Gaining clarity is the first step in a process which can begin with a simple conversation over a cup of coffee. Let’s talk about the why, what, and who so that our know-how can help you grow both your resources and your relationships, to create wealth that lasts.