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High Note Wealth
High Note Wealth is an independent wealth management firm led by the brother-sister duo Katherine Forrester and Michael Forrester. They are highly credentialed...
High Note Wealth
High Note Wealth is an independent wealth management firm led by the brother-sister duo Katherine Forrester and Michael Forrester. They are highly credentialed advisors deeply experienced in helping families and business owners. The firm focuses on simplifying decision-making through clarity and honesty and treats clients with a family perspective.
General information
Firm type
Bank / Wealth / Trust
Year founded
2019
Location
Region
North America
Country
United States
City
Deephaven
Corporate office
Deephaven, MN, United States
Principals
Katherine Forrester
Founder & CEO
Michael Forrester
Founder, President & CIO
Kyle Janovsky
Partner & Chief Operating Officer
Shaun Westphal
Partner & Director of Financial Planning
Bridget Isaacson
Client Service Manager
Logan Selvig
Associate Financial Planner
Baden Noennig
Client Service Associate
Sector focus
Frequently asked questions
What wealth corridor does High Note Wealth primarily serve?
High Note Wealth operates from Deephaven, Minnesota, on the north shore of Lake Minnetonka — a corridor known for concentrated private wealth tied to Fortune 500 corporate headquarters in the Twin Cities metro, including UnitedHealth Group, Target, Best Buy, and Cargill. The firm serves high-net-worth families, corporate executives, and entrepreneurs based in this region. Its geographic focus remains domestic and heavily weighted toward Minnesota-based clients.
Does High Note Wealth manage proprietary investment funds?
Based on public record, High Note Wealth does not operate in-house private equity, venture capital, or hedge fund vehicles. The firm functions as an independent registered investment advisor (RIA) that constructs client portfolios using third-party managers, direct indexing, and strategic asset allocation across public and private markets. This separates its advisory role from product manufacturing.
How does High Note Wealth's independent RIA structure affect its investment approach?
As an independent RIA rather than a bank-affiliated or wirehouse advisor, High Note Wealth operates under a fiduciary standard and is not incentivized to place clients into proprietary products. The firm can custody assets across multiple platforms and select from a broad universe of third-party investment managers. This independence is structurally significant for clients comparing the firm against larger consolidated wealth platforms in the Minneapolis market.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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