Highlands Wealth Management
Making your financial life simpler
Wealth Management uniquely catered to your needs
Highlands Wealth Management is a division of Highlands Union Bank created to assist our clients with their most important assets for over 20 years. When it comes to financial planning, investments and insurance, we don’t have a one-size-fits-all approach. We offer services designed around the needs of each unique individual, family or business owner. Our wealth management team is here to help you pursue growth, income and a legacy all designed with the goal of making your life less complicated.
Building a plan to help you stay on track for financial independence.
Let us help you work towards success in accumulating, preserving and transferring wealth through a financial plan. We have a credentialed staff including a CFP® designation to help you design, maintain and review your financial blueprint with a goal of keeping you on the right path.
A comprehensive array of options.
Highlands Wealth Management offers access to equities, bonds, mutual funds, separately managed accounts, fixed and variable annuities, life insurance, long term care/disability solutions and alternative investments through its relationship with LPL Financial, member FINRA/SIPC. Contact us to schedule an appointment with one of our financial representatives to discuss all of your financial needs.
Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Highlands Union Bank and Highlands Wealth Management are not registered broker/dealers and are not affiliated with LPL Financial. The investment products sold through LPL Financial are not insured Highlands Union Bank deposits and are not FDIC insured. These products are not obligations of Highlands Union Bank and are not endorsed, recommended, or guaranteed by Highlands Union Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.
Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: FL, GA, MO, NV, NC, PA, SC, TN, VA, WV.