Highlands Wealth Advisors is an independent wealth management firm serving families and individuals. Headquartered in Southern California, Highlands Wealth Advisors works collaboratively with clients to design and implement customized wealth management solutions that meet their specific needs. Highlands Wealth Advisors emphasizes broad diversification and tailors portfolios to meet the explicit needs of each individual client.
Investments are typically allocated across asset classes in a tax-efficient and low-cost manner. Highlands Wealth Advisors is an approved Dimensional Fund Advisors (DFA) investment advisor and is proud to provide its clients access to DFA funds as part of their overall investment experience.
Investments are typically allocated across asset classes in a tax-efficient and low-cost manner. Highlands Wealth Advisors is an approved Dimensional Fund Advisors (DFA) investment advisor and is proud to provide its clients access to DFA funds as part of their overall investment experience.
Services
Highlands Wealth Advisors was founded on the belief that personalized and customized wealth management services should be accessible to anyone with investable assets, not just ultra-high net worth individuals or institutions. Highlands Wealth Advisors builds customized portfolios that are broadly diversified and tax-efficient, with the aim of capturing the targeted asset class returns in a low-cost manner.
Peter R. Gordon founded Highlands Wealth Advisors in 2011 with a mission to offer personalized and customized wealth management services to anyone with investable assets, not just ultra-high net worth individuals or institutions. Prior to founding the firm, Peter was a Portfolio Manager at Dowling & Yahnke Wealth Advisors, one of the largest independent wealth management firms in San Diego.
Take Interstate 5 South to Exit 34, Del Mar Heights Road. Make a left at the end of the ramp and proceed about 1/3 mile to High Bluff Drive/San Diego Corporate Center. Make a right onto High Bluff Drive and make your first left into Highlands Plaza/12707 High Bluff Drive. We are located on the second floor in Suite 200.
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