Highline Wealth Management is an SEC-registered Investment Advisor that manages over $1 billion for both families and institutions.

Clients range in size from under $2 million to over $60 million in assets that we manage.

Families that we work with tend to be self-made, entrepreneurial, and philanthropic. We work with many business people and many families from the real estate industry. Our clients come to us for investment management and for counseling on the major financial issues in their lives.

Institutions we work with include schools, non-profits, profit sharing plans, and foundations.

All of our clients have an awareness of the risk/reward relationship in investment management. Most of our clients utilize alternative investments to help smooth and maximize investment returns. Many seek equity-like returns without the volatility.