HighMark Wealth Management
Financial Services
Suite 3535
7 employees
- Employees
- 7
- Contacts
- 2
- Emails
- 2
- Phones
- 1
HighMark Wealth Management Overview
- Headquarters
- Suite 3535
- Phone Number
- Available in AeroLeads
- Website
- highmarkwealth.com
- Industry
- Financial Services
- Employees
- 7
- Founded
- 2012
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About HighMark Wealth Management
Preserve Your Wealth While Enjoying the Lifestyle It Affords HighMark Wealth Management is committed to developing personal, trust based relationships with all our clients. As a registered investment advisory firm, we have a fiduciary responsibility to put your interests above anything else. At HighMark WM we focus on helping successful families and corporations manage the full spectrum of their financial affairs through our specialized capabilities. Money management, retirement planning, estate planning – we will bring together all of those elements into a cohesive financial plan that helps our clients enhance and preserve their wealth while they enjoy the lifestyle it affords. We named the firm HighMark because our focus is helping our clients achieve their goals at the Highest possible Mark. You can learn more about our firm, and our 20 years of knowledge working with people like you by visiting out website.
HighMark Wealth Management Contact Details
- People in AeroLeads
- 4
- With contact data
- 2
- Email contacts
- 2
- 50.0% coverage
- Phone contacts
- 1
- 25.0% coverage
HighMark Wealth Management Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Daniel R. Sullivan, Cfp®, Aif® | Wealth Strategist | St Paul, Minnesota, United States |
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|
| Brody Rindelaub | Aspiring Investment Banker|seeking Investment Banker Internship| Experience with San Diego State Education, Bookkeeping Assistant, Microsoft Excel |
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|
|
| Patrick J. Sullivan, Cfp®, Aif® | Partner, Wealth Strategist | St Paul, Minnesota, United States |
Email
|
| Todd Arens, Crps® Aif® | President, Chief Investment Officer at Highmark Wealth Management | St Paul, Minnesota, United States |
Email
Phone
|
Employees by Management Level
Individual contributor
3 profiles
Executive
1 profile
Director
1 profile
Associate / junior
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 2 | 2 | 2 |
| General | 1 | 1 | 0 |
| Marketing | 1 | 1 | 0 |
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