# High Note Wealth

High Note Wealth is a Bank / Wealth / Trust based in Deephaven, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Deephaven, United States
- **Region:** North America
- **Address:** Deephaven, MN, United States
- **Founded:** 2019
- **Assets under management:** Undisclosed
- **Website:** highnotewealth.com
- **LinkedIn:** https://www.linkedin.com/company/high-note-wealth

## Regulatory record

- **CRD number:** 305768
- **SEC file number:** 801-117495
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/305768

## About

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.

## Sectors

- affluent families and business owners

## People

- 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

## 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.

## Related profiles

- [High Net Worth Advisory Group](https://altss.com/profile/high-net-worth-advisory-group)
- [High Pines Wealth Management](https://altss.com/profile/high-pines-wealth-management)

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Last updated: 2026-08-11T15:06:57.816Z

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