Individuals and families turn to Highwater Wealth Management for personalized, customized wealth management services designed to meet their specific needs. We strive to know our clients and forge relationships where we get to know their hopes, objectives, needs, and wants. We take seriously our responsibility to serve as their guide to mapping out their financial future.
Our focus is on a client’s unique circumstances as we work together to develop and maintain a long-term plan specifically structure to meet their needs. This plan will grow and evolve with changing circumstances and life stages. Our clients rely on us as their partner to help them to determine and to meet their financial objectives. They rely on our experienced managers to balance these objectives with their risk tolerances, and they value our ongoing guidance as we plan for their financial future.
As a Registered Investment Advisory Firm, we are held to a fiduciary standard. As a fiduciary we must always act in the best interest of our clients. We accept no commissions and are impartial in our investment selection. Without conflict of interest, our success is directly correlated to your success.
Our professional team has decades of experience serving high-net-worth individuals, families and institutions. Our cumulative investment experience gives our team of professionals the knowledge of how to work with clients through multiple economic cycles and investment trends. Wealth management is complex, and financial satisfaction rare, even among the wealthy. At Highwater Wealth Management, we are prepared to assist in financial areas that many affluent clients leave unmanaged.
It is our goal to provide you with the highest quality of management and attentive personal service. When you have questions or concerns, someone who knows you and your finances personally will be here to help.