Highland Wealth
Management
Highland Wealth Management
OUR CLIENTS
No Investments but want to start? - We have a 1 hour session available for that.
Jumbled investments? Unsure what you own? - We can help bring clarity to what you own and what you might want to change.
Want to make a large purchase but unsure if you have the funds? - We can review your assets and determine if you have the ability to make that purchase.
Considering retiring but not sure if you can? - We will help determine if you have sufficient assets, along with Social Security and other available money to live comfortably.
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HIGHLAND WEALTH MANAGEMENT, LLC (“HWM”) IS A REGISTERED INVESTMENT ADVISER OFFERING ADVISORY SERVICES IN THE STATE OF IOWA AND IN OTHER JURISDICTIONS WHERE EXEMPTED. REGISTRATION DOES NOT IMPLY A CERTAIN LEVEL OF SKILL OR TRAINING. THE PRESENCE OF THIS WEBSITE ON THE INTERNET SHALL NOT BE DIRECTLY OR INDIRECTLY INTERPRETED AS A SOLICITATION OF INVESTMENT ADVISORY SERVICES TO PERSONS OF ANOTHER JURISDICTION UNLESS OTHERWISE PERMITTED BY STATUTE. FOLLOW-UP OR INDIVIDUALIZED RESPONSES TO CONSUMERS IN A PARTICULAR STATE BY HWM IN THE RENDERING OF PERSONALIZED INVESTMENT ADVICE FOR COMPENSATION SHALL NOT BE MADE WITHOUT OUR FIRST COMPLYING WITH JURISDICTION REQUIREMENTS OR PURSUANT AN APPLICABLE STATE EXEMPTION. ALL WRITTEN CONTENT ON THIS SITE IS FOR INFORMATION PURPOSES ONLY. OPINIONS EXPRESSED HEREIN ARE SOLELY THOSE OF HWM, UNLESS OTHERWISE SPECIFICALLY CITED. MATERIAL PRESENTED IS BELIEVED TO BE FROM RELIABLE SOURCES AND NO REPRESENTATIONS ARE MADE BY OUR FIRM AS TO OTHER PARTIES’ INFORMATIONAL ACCURACY OR COMPLETENESS. ALL INFORMATION OR IDEAS PROVIDED SHOULD BE DISCUSSED IN DETAIL WITH AN ADVISOR, ACCOUNTANT OR LEGAL COUNSEL PRIOR TO IMPLEMENTATION.