At HighMark WM we are committed to keeping our clients informed and involved in the wealth management process. Our clients have complete access to the HighMark team to ensure there is always someone available to answer your questions.
We provide ongoing advice and frequent updates to all of our clients. Our process includes quarterly, semi-annual or annual in-depth client reviews to discuss your portfolio and financial plan; as well as any life changes that may dictate adjustments.
To enable you to easily track your investments, each client will have 24-hour online access; along with monthly statements directly from Fidelity. HighMark WM will periodically provide you with a newsletter which reviews the market and discusses various financial topics.
Your relationship with HighMark WM enables you access to many services such as:
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.
Always concise & non-biased
30 East 7th Street
St. Paul, Minnesota 55101
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