Advisor Information
Firm
Highline Wealth Partners
Based In:
California
Serving Clients in these States
I have Over 20 Years advising technology entrepreneurs and business owners, build, protect and transfer wealth.Highline Wealth Partners established in 1976, is a team-based Registered Investment Advisor and Family Office to entrepreneurs and business owners. We construct robust financial solutions that empower you to achieve your life objectives and make decisions with confidence to so you can thrive. We will help define:1) What is the Purpose of my Wealth?2) What are my resources?3) Will I have enough to fund my priorities and Family life needs?4) Am I protected?5) Am I capturing appropriate sources of higher expected return?6) Is my strategy tailored to all of my needs?