Highland exists to “promote our clients’ prosperity while protecting their peace of mind.” To promote prosperity, we position ourselves on the same side of the table as our clients, applying our extensive knowledge, skills, and experience to every engagement. Our goal is to provide clients with peace of mind and confidence in their financial plans.
Who We Are
Highland serves as a partner for both individuals and independent financial advisors. We offer fee-only wealth management guidance and solutions, tailored to each client’s unique situation and objectives, by thoroughly understanding their needs and goals.
What We Do
Our clients enjoy access to advanced investment and financial planning expertise, along with personalized service from an independent firm. We do not engage in the insurance business or sell investment products. Instead, we operate solely on a fee-only basis and act in a fiduciary capacity for the benefit of our clients. You can find more information in our regulatory disclosure documents, available here.
Within our community, Highland has supported the following organizations through time or financial donations:
University of Wisconsin – Milwaukee Alumni Foundation
Historic Concordia Neighbors, Inc.
Bob Kames Foundation
Wauwatosa Catholic Elementary School
Milwaukee Rescue Mission