Highline Wealth Management Employee Directory

Financial ServicesMaryland, United States11-50 Employees

Highline Wealth Management is a boutique independent advisory firm that provides investment management and counseling to clients with complex financial needs. We believe in providing the highest level of individualized service, customizing financial solutions to reflect our clients’ lifestyles and goals—solutions that will maximize their wealth and preserve it for future generations. We work with clients through referrals and have a quarterly client retention rate of over 99%. We proactively get to know our clients and their needs so that we become an integral partner in the planning of their financial lives. Highline manages more than $1 billion in client assets. Through the use of an open-architecture platform and numerous research resources, we have the freedom to utilize any custodian, any manager, any mutual fund or ETF, and any limited partnership in order to develop solutions that best fit our clients’ needs. Our leadership team has more than 100 years of combined experience, taking a disciplined and measured approach to advising our clients on asset allocation, manager selection, tax efficiency, credit facilities and mortgages, retirement and education savings, and insurance solutions.

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