Highland Wealth Advisory LLC

Overview

Highland Wealth Advisory LLC is a small, independent registered investment advisor that serves individual and family clients with a mix of financial planning, discretionary portfolio management and pension consulting. The firm uses a flexible fee model—percentage of assets under management plus hourly and fixed-fee engagements—which supports both ongoing portfolio oversight and project-based planning work. Highland Wealth Advisory does not position itself as a multi-state or institutional allocator; instead its activity is focused on direct client relationships and tailored portfolios for individuals and small businesses. Investment implementation emphasizes broadly diversified, liquid vehicles rather than large-scale private placements. The firm is not an active ESG investor, and it does not describe itself as a capital allocator in the sense of running multi-manager or fund-of-funds programs. Given the advisory activities reported, portfolio construction likely leans on mutual funds, annuity solutions where appropriate, and tactical exposure to commodities for diversification or inflation hedging.

Assets & Accounts

Investments & Alternatives

Location & Offices