At HighMark WM we are committed to keeping our clients informed and involved in the wealth management process. Our clients have complete access to the HighMark team to ensure there is always someone available to answer your questions.
We provide ongoing advice and updates to clients. Our process can include quarterly, semi-annual or annual in-depth client reviews to discuss your portfolio and financial plan; as well as any life changes that may dictate adjustments.
To enable you to easily track your investments, each client will have 24-hour online access; along with monthly statements directly from Fidelity Investments. HighMark WM may periodically provide you with a newsletter which reviews the market and discusses various financial topics.
Your relationship with HighMark WM enables you to access many services such as:
- Access to accounts via Online Services at Fidelity Investments
- Personalized Private Client Portal
- Check writing and Bill pay
- Regular monthly statements
- Securities-backed lending accounts
- Automated cash withdrawal and direct deposit management