High Note Wealth
Financial Services • 
Deephaven, Minnesota, United States • 1-10 Employees
Company overview
| Headquarters | 18258 Minnetonka Boulevard, Suite 200, Deephaven, Minnesota 55391, US |
| Phone number | +19522247970 |
| Website | |
| NAICS | 52 |
| Keywords | Wealth Management, Financial Planning, Investment Management, Personalized Services |
| Founded | 2019 |
| Employees | 1-10 |
| Socials |
Key Contacts at High Note Wealth
Michael Forrester
Founder, President, And Cio
Shaun Westphal
Director Of Financial Planning
High Note Wealth Email Formats
High Note Wealth uses 2 email formats. The most common is {first initial} (e.g., j@highnotewealth.com), used 75% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@highnotewealth.com | 75% |
{first name} | john@highnotewealth.com | 25% |
About High Note Wealth
High Note Wealth is a registered independent advisory firm working with a select group of successful clients, who recognize the value of financial planning and look to collaborate with professional advisors on a holistic approach to wealth management. We take a personalized approach to building individual relationships with our clients by first carefully listening to gain full understanding of your specific situation and family dynamics. As sibling business owners, we look to inspire you to accomplish what is most important to your family – your business – your legacy. Our goal is to simplify your decision-making through clarity and honesty, in order to help you achieve your best financial life. High Note Wealth LinkedIn Disclosures: Posts must refrain from recommending investment advisory services or providing testimonials for High Note Wealth, LLC since they are strictly prohibited by the SEC. Please understand that we are required to delete such posts, since this is a regulatory requirement. Should you wish to convey an opinion to us, please send an email to contact@highnotewealth.com. In addition, no one commenting on this wall should post specific securities recommendations. Questions about a specific investment or adviser cannot be answered and may be removed from the page. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. See complete disclosures here: https://highnotewealth.com/wp-content/uploads/2021/10/High-Note-Wealth-LinkedIn-Disclosures.pdf
High Note Wealth revenue & valuation
| Annual revenue | $598,885 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
High Note Wealth has 4 employees across 3 departments.
Departments
Number of employees
Funding Data
High Note Wealth has never raised funding before.
High Note Wealth Tech Stack
Discover the technologies and tools that power High Note Wealth's digital infrastructure, from frameworks to analytics platforms.
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Miscellaneous
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Programming languages
Canada
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PortugalFrequently asked questions
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