About HighRoad
Born out of an era of Wall Street greed, bank bailouts, government shutdowns, ponzi schemes, and corporate scandal, HighRoad Wealth Advisors, LLC was created to give its clients a place where they could feel comfortable knowing that the corporate focus is centered on the success of its clients.
HighRoad Wealth Advisors, LLC was strategically created as an independent financial services company. Why was that so important to us?
Independence gives us complete control to create the corporate culture that we desire. Decisions are made locally by local ownership, not by layers of management located far from our local community and disconnected from its people.
Being an independent company means no outside influence or pressure from stockholders. A company with stockholders can often times act in the stockholders best interests and for the best interest of the stock price. We have no outside influences so we are free to act for the best interests of our clients.
Take the high Road
to take a more honorable or ethical course of action
Our Name
The origin of our name was derived from this common phrase. To "take the high road" implies making the right decision regardless of one's situation or circumstances.
Our name reflects the values by which we strive to conduct our business. It embodies the client-first approach, and is representative of the principles of honesty and integrity that we founded our company on.
To us at HighRoad Wealth Advisors, LLC, it's much more than just a name. It's our commitment to our clients.
We believe a long-term relationship is built on the trust earned through integrity, hard work and service.
Our Services
There are no shortcuts to success
HighRoad Wealth Advisors, LLC specializes in two main business segments: Investment Management and Wealth Planning.
At HighRoad Wealth Advisors, LLC, we define Investment Management as strategically managing a portfolio of securities for the purpose of attaining a goal or objective.
Discover
Before any investment decisions are made, we take the time to define the purpose of the money and the goal for the portfolio. Only then can we begin to develop an investment strategy for the purpose of attaining those goals.
Plan
Developing an investment strategy is only the beginning. Pursuing your goals requires diligent review and evaluation of your porfolio.
Review
Progress reviews are important to maintaining and evaluating progress towards meeting those goals. By systematically reviewing progress, we can make informed decisions, adapt strategies as needed, and celebrate achievements.
Expand
We manage many different types of investment accounts including, but not limited to: individual accounts, joint accounts, trust accounts, IRA's, Roth IRA's, 401k's, corporate accounts, foundations, etc.
Wealth Planning can include a very broad range of topics. At HighRoad Wealth Advisors, LLC, we focus on two main areas of wealth planning: Retirement Planning and Estate Planning Strategies.
Retirement Planning
Pre-retirement planning focuses on developing strategies to address the following questions:
- How much money will I need to retire?
- At what age can I retire?
- What can I do now to improve my retirement situation?
- Will I outlive my assets?
Post-retirement planning involves crafting strategies to convert your lifelong savings and investments into a sustainable cash flow. This process, often referred to as "recreating the paycheck," emphasizes tax-efficient methods to help ensure a steady income throughout your retirement.
Estate Planning
While estate planning can be a broad and complex topic, most of our work related to estate planning involves developing investment strategies to help sustain and pass your wealth to future generations in the most tax efficient manner.
Most people don't know that they may have an estate planning "issue". As wealth advisors, we will help identify potential planning items pertaining to your estate.
We often work in coordination with your tax and legal advisors during the strategic planning stage of the process.
Other Services
Planning Strategies
Developing tax-efficient investment strategies by looking for ways to help reduce your current and future tax burden.
