HighMark Wealth Management is committed to developing personal, trust-based relationships with all of our clients. As a registered investment advisory firm, we have a fiduciary responsibility to put your best interests above all else. HighMark WM has one clear incentive: to earn the trust and loyalty of our clients by adding value year after year.
We believe that financial advice and wealth management should be offered in an environment free from the conflicts of interest inherent in Wall Street Firms.
We believe that financial advice and wealth management should be offered in an environment free from the conflicts of interest inherent in Wall Street Firms.
Services
HighMark Wealth Management specializes in providing customized wealth management solutions for professional athletes, high-net worth individuals & families, private companies and small businesses. The firm bases its client relations on collaboration, the extensive experience of its principals, and creative thinking.
We believe that our wide range of financial expertise, insights and solutions, combined with exceptional customer service sets High Mark WM apart from other wealth management firms. Our professional experience and financial background helps enable us to act as an expert resource for your personal financial decisions.
At HighMark WM we are committed to keeping our clients informed and involved in the wealth management process. Our clients have complete access to the HighMark team to ensure there is always someone available to answer your questions. We provide ongoing advice and updates to clients.
Our process can include quarterly, semi-annual or annual in-depth client reviews to discuss your portfolio and financial plan; as well as any life changes that may dictate adjustments.To enable you to easily track your investments, each client will have 24-hour online access; along with monthly statements directly from Fidelity Investments.
Our process can include quarterly, semi-annual or annual in-depth client reviews to discuss your portfolio and financial plan; as well as any life changes that may dictate adjustments.To enable you to easily track your investments, each client will have 24-hour online access; along with monthly statements directly from Fidelity Investments.
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