Serving our clients since 2011.

Highlands Wealth Advisors was founded on the belief that personalized and customized wealth management services should be accessible to anyone with investable assets, not just ultra-high net worth individuals or institutions.

Highlands Wealth Advisors builds customized portfolios that are broadly diversified and tax-efficient, with the aim of capturing the targeted asset class returns in a low-cost manner. As a fiduciary, fee-only adviser, our clients’ interests always come first.