Our wide range of financial expertise combined with unparalleled customer service sets High Mark WM apart from other wealth management firms.
Our advice and management includes the following areas of expertise:
Our professional experience and financial background enables us to act as an expert resource on all of your personal financial decisions.
Asset allocation decisions are paramount in portfolio construction. We perform ongoing analysis of the risk/reward dynamics in the markets and across asset classes, which is then applied to each individual client portfolio.
Our portfolios include exchange–traded funds (ETFs), mutual funds and tactical managers to provide a well rounded, diversified mix of investment holdings. Our allocation to tactical managers allows for participation across a wide range of asset classes, including: emerging markets, commodities, sovereign debt and currencies, while having the ability to employ hedging strategies to mitigate risk.
The core principles of our investment strategy are:
Our investment management will include:
Retirement Planning requires a thorough assessment of your personal financial affairs.
This process focuses on:
Tax planning focuses specifically on tax issues and opportunities related to investing, estates, insurance, and retirement planning.
We regularly advise on related matters, such as:
Our role is to make sure your estate plan and trust documents are up to date and properly executed. Critical to a successful outcome is our ability to provide critical financial information to your accountants, attorneys, insurance providers in order to drive the process to completion. As your financial situation changes and evolves, we will work to ensure your estate and insurance plans are updated accordingly.
Comprehensive estate and insurance planning includes:
Insurance review is an important aspect of your financial plan. We continuously review the details of your policies and your coverage. HighMark provides the resources to find the most cost effective solutions for our clients.
Our review focuses on:
Life events impact the dynamics of your financial position, requiring sound judgment and technical expertise. We’re up to date on your financial status and complexities. When you need us, we’re there.
Financial decision making includes:
We specialize in helping business owners with many aspects of their company to ensure success.
We advise business owners on:
HighMark Wealth Management is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where HighMark Wealth Management and its representatives are properly licensed or exempt from licensure. No advice may be rendered by HighMark Wealth Management unless a client service agreement is in place. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital.
Copyright 2016. HighMark Wealth Management, LLC
Anytime, all the time
The HighMark WM team is there whenever you need us.
Have a question? Need an opinion? Give us a call or send us an email.
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30 East 7th Street
St. Paul, Minnesota 55101
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