WHAT WE BELIEVE
WHO WE ARE
PROFESSIONALS YOU CAN TRUST
With growth being one of our core values, Highland Wealth continuously strives to gain knowledge surrounding the financial planning and investment industry. This includes gaining designations to better serve you. Our firm has worked to attain these professional designations in order to bring a higher level of service and expertise to your portfolio.
CFP®
CERTIFIED FINANCIAL PLANNER™ Professional
Gaining the CFP® designation means your financial professional is held to the most rigorous ethical standards of the CFP Board, as well as having completed extensive educational requirements that have prepared them to deal with your ever-changing financial planning needs.
ChFC®
Chartered Financial Consultant
A Chartered Financial Consultant can provide you with expert guidance on a wide range of topics including life insurance, taxation, retirement planning, investments, and estate planning.
CLU®
Chartered Life Underwriter
Holding the CLU® designation means your financial professional has in-depth, expert knowledge to help with your insurance needs, as well as those of your employees if you own a business.