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Plan | Invest | Protect

 
 

HighPath Advisors is a boutique financial advisory practice focused on creating tailored strategies to help address your specific financial goals and needs.

Through market cycles we have helped clients accumulate and protect their wealth, while minimizing risk and tax implications through sound planning, investment, and insurance strategies. Focus areas of planning include:

WEALTH
MANAGEMENT

LIFE & RETIREMENT
PLANNING

INSURANCE PLANNING & RISK MANAGEMENT

TAX MITIGATION
STRATEGIES

ESTATE & LEGACY
STRATEGIES

BUSINESS PLANNING &
EXECUTIVE BENEFITS

 
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Our practice is steadfast to these four principles

 
 

EXPERIENCE & SCOPE

Our members have extensive experience and practice in their respective disciplines.

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TRANSPARENCY & OBJECTIVITY

Guided by fiduciary standard, our responsibility is to direct you toward the achievement of your financial goals.

 
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VALUE

We deliver concierge-style service directly from experienced professionals at highly competitive fees.

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CLIENT EXPERIENCE

Our team is authentic, responsive, and dedicated to being your trusted resource helping you build toward success.

 
 
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Relationships take time to foster.

We invest time with each new prospective client to explore mutual fit.

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1) DISCOVERY

First, we offer a complementary Discovery session to assess your current financial plan/landscape and identify priorities, concerns, and goals. We must understand who you are as a person in addition to the facts and figures.

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2) STRATEGY

Next, our team of professionals use the latest planning tools to create a simple and clear, yet comprehensive personalized financial snapshot for you and evaluate strategies with potential to improve your position.

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3) IMPLEMENTATION

If you decide to become our client, we do all the heavy lifting, providing full cycle support. Implementation is only the beginning of what we hope will be a ongoing relationship that will evolve as your life grows.

Let’s Connect One-on-One.

Let’s start the conversation. We invest time with each prospective new client to explore need and mutual fit.