Is Highland right for me?


We specialize in providing financial life management to current and future high net worth individuals and their families. Our clients include: professionals, executives, business owners, and other private wealth beneficiaries. The length and quality of our client relationships, our independence and firm longevity, and our experience with first-generation wealth creators and complex family situations, supports our premiere advisor recognition.


What you need from an advisory standpoint changes as your wealth builds and your relationship with money evolves.  As thought leaders and experts in the Wealth Life Cycle™, we believe there are three distinct stages that require different approaches and expertise, depending on whether you are creating wealth, managing wealth, or relating to wealth.  We help you understand what stage you’re in, customize services appropriate for that stage, and give you the peace of mind that you won’t need to change advisors as you evolve.

Learn more about the Wealth Life Cycle™


We price using a retainer versus traditional assets under management approach because it better aligns services to what you value. No one size fits all here! We invest using a Smart Index™ philosophy that can improve the results when you don’t have the time, knowledge, or inclination to do it yourself. We relate to you through a caring and consultative boutique structure that mandates a very low number of clients for every advisor, which means more time to understand and solve your financial advisory needs.

Get Results

Our leadership ability and broad understanding of your wealth needs allow us to hit the ground running and deliver results right away.

   At Highland, we take pride in

integrating wealth with personal life goals

so our client and their families can Live Fully™.


(425) 739-6500 •

305 108th Ave NE, Suite 102 • Bellevue WA 98004

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Are you ready to invest in a life fully lived? Let us know how we can help.