We work to create tax-efficient portfolios, wealth transfer structures, and efficient philanthropic strategies. Integrity is a core value at HighPass Asset Management. Being independent and a fiduciary is the highest ethical stance in our industry. Our personal fiduciary standard goes beyond "best interest" - we want to be stewards of our clients' success.
We are a wealth management boutique, with Chartered Financial Analyst (CFA) and Certified Public Accountant (CPA) expertise that we believe gives our clients an advantage. We personally invest our clients' portfolios, with the aim of ensuring consistent growth and minimized volatility over time. Our Certified Public Accountant (CPA) credentials allow us to manage portfolios in a highly tax-efficient manner.
We are a wealth management boutique, with Chartered Financial Analyst (CFA) and Certified Public Accountant (CPA) expertise that we believe gives our clients an advantage. We personally invest our clients' portfolios, with the aim of ensuring consistent growth and minimized volatility over time. Our Certified Public Accountant (CPA) credentials allow us to manage portfolios in a highly tax-efficient manner.
Services
No financial plan is static. All plans need to be adjusted over time. Our process includes ongoing planning updates to make sure that you are on track for your goals. If you are giving millions of dollars to a financial advisor, shouldn't he have experience? We have assisted over a dozen clients with planning for the sale of their private company or private equity holdings.
HighPass Asset Management is an independent fee-only, investment advisory firm with a fiduciary duty to the high net worth clients it serves. HighPass Asset Management was founded by Ethan S. Braid, CFA. Mr. Braid has been passionate about managing client investment portfolios and providing customized financial planning advice since he started working in the investment industry 20 years ago.
Financial planning is the roadmap to a secure and fulfilling life, as you define it. We provide comprehensive planning: Not just for investments-but for everything from debt management to college funding to generating the retirement income you'll need. Proper estate planning helps to ensure that your heirs receive the greatest amount of your wealth possible, in an easy and efficient manner.
A thorough understanding of your needs and goals is key to the creation of your comprehensive wealth plan. We take the time to listen, ask incisive questions, and gain insight into your life and the things that matter most to you. In this part of the process, we gather all relevant documentation and thoroughly review your financial and estate resources.
At HighPass Asset Management, we combine thorough financial planning with customized investing to help you identify and achieve your most important life goals. Our detailed planning process allows us to completely understand each client's personal and financial situation, objectives, comfort level with risk and time horizon for achieving goals.
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