Protect Your Nest Egg
Let’s Connect One-on-One.
Let’s start the conversation. We invest time with each prospective new client to explore need and mutual fit.
Comprehensive Planning | Tailored to You | From Objective & Experienced Professionals
HighPath Advisors is a boutique wealth advisory practice focused on creating tailored strategies to help address your specific financial goals and needs. Through market cycles we have helped clients accumulate and protect their wealth, while minimizing risk and tax implications through sound planning, investment, and insurance strategies.
First, we offer a complementary Discovery session to assess your current financial plan/landscape and identify priorities, concerns, and goals. We must understand who you are as a person in addition to the facts and figures.
Next, our team of professionals use the latest planning tools to create a simple and clear, yet comprehensive personalized financial snapshot for you and evaluate strategies with potential to improve your position.
If you decide to become our client, we do all the heavy lifting, providing full cycle support. Implementation is only the beginning of what we hope will be a ongoing relationship that will evolve as your life grows.
We help you coordinate and manage the various moving parts of your financial life so you can fully focus on personal and professional aspirations.
You define your goals - early retirement, beach house, college, etc. Together, we create a tailored plan to help you reach them.
Working with your CPA we identify and implement strategies that may help you mitigate taxation.
We work with you on an ongoing basis to construct, review, and adjust customized investment portfolios to efficiently grow your wealth over time.
We help you design and implement plans for the efficient transfer of generational wealth and philanthropic impact.
A strong risk management strategy underpins every durable financial plan. We help you design a strategy tailored to your needs.
We help you identify and maximize wealth building & protection strategies for yourself, key executives, and employees.