HighMark Wealth Management is committed to developing personal, trust-based relationships with all of our clients.
As a registered investment advisory firm, we have a fiduciary responsibility to put your best interests above all else. HighMark WM has one clear incentive: to earn the trust and loyalty of our clients by adding value year after year.
We believe that financial advice and wealth management should be offered in an environment free from the conflicts of interest inherent in Wall Street Firms.
The HighMark Advantage
Integrated Advice
The most effective strategy is a comprehensive one. We seek to integrate your finances and advise you throughout your life
Objectivity
We seek to provide the foresight, organization, efficiency, and discipline necessary to help bring order and clarity to our clients’ financial lives
Follow Through
HighMark strives to makes real and measurable progress for our clients through: Education, Communication, and Implementation