Highwind Wealth Management

Your wealth management partner for the journey ahead.

Services we offer

Highwind Wealth Management is a fee-only wealth management firm that integrates wealth management and tax planning. We impart the expertise, attention, and care to partner with you to meet all of your financial goals.

From wealth accumulation to retirement, legacy to lifestyle. We build plans that support every chapter of your financial journey.

    • Retirement Planning

    • Financial Goal Planning

    • Investment Management

    • Cash Flow and Debt Management

    • Small Business Planning

    • Employee Benefit Optimization

    • Estate Planning

    • Insurance Planning

    • Tax Preparation

    • Tax Planning Strategies

About Me

With 15 years of experience in wealth management and financial planning, I bring both deep technical knowledge and a practical, people-first approach to financial planning.Throughout my career, I’ve had the opportunity to work in both a large financial institution and a smaller independent... Learn more

Contact Us

Interested in connecting? Book an intro call and let’s see if we are a good fit to partner together on your wealth management journey.