Highland Peak Wealth Company Profile, Contacts & Intelligence

Investment ManagementBoston, Massachusetts6 employeesFounded 2020
2 contacts with email or phone data2 with email data1 with phone data
View verified contacts Compare competitors
Employees
6
Company source estimate
Reachable Contacts
2
Visible contacts with email or phone data
Contacts With Email
2
2 of 3 visible contacts

Highland Peak Wealth Overview

Highland Peak Wealth is a fee-only, independent financial advisory firm catered to High Net Worth Individuals, Families, and Institutions. We provide comprehensive wealth management and financial planning services for clients in all phases of their lives. We take tremendous pride in eliminating a major conflict of interest common to most advisory firms - we are not beholden to any bank, brokerage, or insurance company to distribute their in-house products. Our process lends itself to providing our clients with the best available solutions, tailored to your exact needs.

Headquarters
Boston, Massachusetts
Website
highlandpeakwealth.com
Industry
Investment Management
Founded
2020
NAICS
Other Financial Investment Activities, Portfolio Management
Alternative Investing High-Net-Worth Investment Management Financial Planning Tax Mitigation Strategies Portfolio Lending

Highland Peak Wealth Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

2 contacts with contact data
2 with email data and 1 with phone data in the visible sample.

Highland Peak Wealth People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

C
Christopher Smith
Managing Director
E
E
Erin Porter, Mba
Self-motivated Professional
T
Troy Newman
Managing Partner at Highland Peak Wealth
EP

Highland Peak Wealth Workforce Composition

Seniority breakdown across 3 visible profiles.

Individual contributor
2
Director
1

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