Highwind Wealth Management

Overview

Highwind Wealth Management is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Fee arrangements include percentage-of-AUM and fixed-fee engagements. The firm reports being an active ESG investor, suggesting environmental, social, or governance considerations are integrated into at least some client strategies. Highwind does not operate as a capital allocator or pension consultant and is not presented as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices