Welcome to Highlands Wealth Advisors.
Highlands Wealth Advisors is an independent wealth management firm serving families and individuals. Headquartered in Southern California, Highlands Wealth Advisors works collaboratively with clients to design and implement customized wealth management solutions that meet their specific needs.
Highlands Wealth Advisors emphasizes broad diversification and tailors portfolios to meet the explicit needs of each individual client. Investments are typically allocated across asset classes in a tax-efficient and low-cost manner. Highlands Wealth Advisors is an approved Dimensional Fund Advisors (DFA) investment advisor and is proud to provide its clients access to DFA funds as part of their overall investment experience.
Your Success, Our Passion.
Our team has extensive experience managing portfolios of every size. Ready to take the next step?
Our Approach.
The Highlands Wealth Advisors Investment Experience consists of a four-step collaborative process in consultation with a Registered Investment Advisor. Our focus is to develop a complete understanding of your unique needs, desires, goals, risk tolerance, time horizon, income requirements, tax status, and special circumstances.