Our Services

We believe that our wide range of financial expertise, insights and solutions, combined with exceptional customer service sets High Mark WM apart from other wealth management firms.

Our advice and management can include the following areas of expertise:

Our professional experience and financial background helps enable us to act as an expert resource for your personal financial decisions.

Please Note: The scope of any financial planning and consulting services to be provided depends upon the specific requests and needs of the client.  HighMark does not serve as an attorney, accountant, or insurance agent. HighMark does not prepare legal documents or tax returns, nor does it sell insurance products. If the client desires, one of Highmark’s representatives, in their separate individual licensed capacities, can be engaged to be provide insurance sales/services as described on Highmark’s  written disclosure Brochure, per the terms and conditions of a separate engagement and fee.