Company

Highland Peak Wealth

Investment Management Boston, Massachusetts 6 employees

Employees: 6
Contacts: 2
Emails: 2
Phones: 1

highlandpeakwealth.com LinkedIn

Highland Peak Wealth Overview

Headquarters: Boston, Massachusetts
Website: highlandpeakwealth.com
Industry: Investment Management
Employees: 6
Founded: 2020
NAICS: Other Financial Investment Activities

Portfolio Management

All Other Financial Investment Activities

Keywords

Alternative Investing High-Net-Worth Investment Management Financial Planning Tax Mitigation Strategies Portfolio Lending

About Highland Peak Wealth

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.

Highland Peak Wealth Contact Details

People in AeroLeads: 3
With contact data: 2
Email contacts: 2; 66.7% coverage
Phone contacts: 1; 33.3% coverage

Highland Peak Wealth Org Chart

Sample employees and titles

Name	Title	Location	Contact
Christopher Smith	Managing Director	Springfield, Massachusetts, United States	Email
Erin Porter, Mba	Self-motivated Professional		View
Troy Newman	Managing Partner at Highland Peak Wealth	United States	Email Phone