HighMark Wealth Management

HighMark Wealth Management is a registered investment advisory firm built on the foundation of personalized relationships and trust. We work with clients to achieve their financial goals through a comprehensive approach that focuses on their individual needs and aspirations.

Our Mission

Our mission is to empower clients to achieve financial security and pursue their goals through:

• Personalized guidance: We take the time to understand your unique situation, goals, and challenges.
• Comprehensive solutions: We offer a wide range of services encompassing investment management, retirement planning, tax planning, trust and estate planning, insurance, and financial decision making.
• Transparent communication: We believe in open and honest communication at every step of the way.
• Client-centered approach: Your needs and concerns come first. We are committed to acting in your best interests.

Investment Management

• Customized portfolio construction and management
• Goal-driven investment strategies
• Regular portfolio reviews and risk management

Retirement Planning

• Comprehensive plan development and implementation
• Optimization of retirement accounts
• Guidance on maximizing contributions and withdrawals

Tax Planning

• Strategies for minimizing taxes through proactive planning and efficient filing
• Assistance with tax preparation and filing

Trust and Estate Planning

• Creation of trusts and estate plans to protect assets and ensure their proper distribution

Insurance

• Evaluation of insurance coverage and identification of potential gaps
• Guidance on securing your financial future from unforeseen circumstances

Financial Decision Making

• Comprehensive financial planning and goal setting
• Financial review and analysis to identify potential areas for improvement
• Strategies for improving your overall financial health

Our Team

Our team of experienced professionals brings diverse expertise and dedication to serving our clients. We are committed to providing individualized attention, proactive communication, and tailored solutions to meet your unique needs.

Contact Us

To learn more about how HighMark Wealth Management can partner with you to achieve your financial goals, please contact us to schedule a consultation.