Our Vision
Highland exists to “promote our client’s prosperity while protecting their peace of mind”. Promoting prosperity means putting ourselves on the same side of the table as our clients and bringing all of our knowledge, skill, and experience to each client engagement. We want our clients to have peace of mind and confidence in their financial plan.
Who We Are
Highland is a partner for individuals and independent financial advisors. We provide fee-based wealth management guidance and solutions based on a thorough understanding of each client’s situation and goals.
What We Do
Our clients benefit from access to sophisticated investment and financial planning expertise, and personalized service from an independent firm. We are not in the insurance business and we do not sell investment products. We work on a strictly fee-only basis in a fiduciary capacity for the benefit of our clients. More information is available in our regulatory disclosure documents, located here.
Giving Back
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