Highwind Wealth Management

Overview

Highwind Wealth Management is a small, independent registered investment adviser that manages concentrated equity-weighted portfolios for individuals and families. The firm runs discretionary accounts and combines portfolio management with financial planning for individual and small-business clients. Investment activity is tilted toward exchange-traded equities and equity-focused strategies, with an explicit active ESG orientation that informs security selection and ETF/mutual fund choices. Fee arrangements include both a percentage of assets under management and fixed-fee engagements, which allows the firm to serve clients with varying needs and planning horizons. Portfolio construction favors individualized management rather than model-only solutions: accounts are managed discretionarily, with a preference for equities and exchange-traded instruments, and the adviser uses both active and passive vehicles to implement client mandates. Given the firm’s size and client base, emphasis is placed on tax-aware decision making, concentrated positions management, and tailoring equity allocations to each household’s goals and risk tolerance.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices