Highland Wealth Management

Financial Services • • 1-10 Employees

Company overview

Headquarters	XX
Website	myhighlandwealth.com
NAICS	52
Keywords	Alternative Investments, Estate Planning, Private Placements, Retirement Accounts, 403B'S, College Savings Plans, Tax-Advantaged Investment Strategies, 401K'Sbusiness Planning, (Sri) Socially Responsible Investing Strategies
Employees	1-10

Key Contact at Highland Wealth Management

Shaun Smith

Owner

About Highland Wealth Management

We are an independent, full service financial investment & wealth management firm headquartered in Plano, TX. We strive to bring quality client service back to the fore front as a priority in this industry. We offer strength in independence through the Williams Financial Group. We offer our clients the one on one attention required to build a successful relationship that encompasses the full picture for their financial future. Let us help protect you on your financial journey. -"VESTRI PATRONUS"- (Your Protector)

Highland Wealth Management revenue & valuation

Annual revenue	$256,665
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$821,328
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Highland Wealth Management has never raised funding before.

Frequently asked questions

Highland Wealth Management is located in XX.

Highland Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Highland Wealth Management

Shaun Smith

Owner

4.8

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