HighMark Wealth Management

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
Industry
Financial Services
Employees
7
Founded
2012
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary 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 Contact
Daniel R. Sullivan, Cfp®, Aif® Wealth Strategist
View
Brody Rindelaub Aspiring Investment Banker|seeking Investment Banker Internship| Experience with San Diego State Education, Bookkeeping Assistant, Microsoft Excel
View
Patrick J. Sullivan, Cfp®, Aif® Partner, Wealth Strategist
Email
Todd Arens, Crps® Aif® President, Chief Investment Officer at Highmark Wealth Management
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 Email Phone
Executive 2 2 2
General 1 1 0
Marketing 1 1 0

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