Fee-Only Fiduciary Financial Advisor

A fee-only investment adviser registered with the SEC.

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Comprehensive Wealth Management

Planning

Our dynamic approach is based around your goals, dreams and family mission.  Our process is thorough, comprehensive and built for you.

Investments

A distinctive approach, backed by our exceptional qualifications.

Estate

We weave expert estate and wealth transfer consulting directly into your unique plan.

Taxes

We work to create tax-efficient portfolios, wealth transfer structures, and efficient philanthropic strategies.

As a fiduciary, we provide independent, unbiased advice.

Integrity is a core value at HighPass Asset Management. Being independent and a fiduciary is the highest ethical stance in our industry. Our personal fiduciary standard goes beyond “best interest” - we want to be stewards of our clients’ success.

Our Company

Comprehensive Wealth Management built for you.

We are a wealth management boutique, with Chartered Financial Analyst (CFA) and Certified Public Accountant (CPA) expertise that we believe gives our clients an advantage. We personally invest our clients’ portfolios, with the aim of ensuring consistent growth and minimized volatility over time. Our Certified Public Accountant (CPA) credentials allow us to manage portfolios in a highly tax-efficient manner.

Our Services

30+

Years of combined team experience

A fee-only investment adviser registered with the SEC.
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