Highland Private Wealth Management

Highland Private Wealth Management operates as a registered investment advisor (RIA), which obligates the firm to a fiduciary standard — meaning it must put client interests ahead of its own revenue generation. This distinguishes it from broker-dealer models where advisors may recommend products that carry higher commissions. The firm's fee-only approach eliminates conflicts tied to proprietary fund sales or third-party revenue sharing.

Highland serves high-net-worth individuals and families, with a concentration in technology executives, business owners, and inherited-wealth families in the Seattle-Bellevue corridor. Clients frequently require specialized planning around single-stock concentration — particularly Microsoft and Amazon equity — as well as multi-generational estate planning subject to Washington State's estate tax regime.

Yes, the firm constructs portfolios that include private capital and real assets alongside public-market exposures. Given its multifamily-office structure and aggregate client purchasing power, Highland can access private-market funds and direct co-investment opportunities typically unavailable to individual retail investors. Specific fund relationships are not publicly listed.

Concentrated equity management is a core competency. The firm employs hedging strategies, exchange funds, structured sales programs, and tax-aware diversification schedules to reduce single-stock risk for clients with large positions — particularly common among early employees at Pacific Northwest technology companies. Trust and estate planning are integrated directly into the diversification process.

Based on public records, Highland operates exclusively from its Bellevue, Washington headquarters. The firm's client base is overwhelmingly Pacific Northwest-domiciled, and there is no evidence of additional offices or a national expansion strategy.

Highland does not publicly name its investment committee members or CIO on its website. In practice, portfolio construction decisions at firms of this size are typically made by a small internal investment committee comprising senior advisors and external sub-advisors for specialized asset classes.

Highland charges an asset-based advisory fee — typically a percentage of assets under management — rather than transaction commissions. This fee-only structure aligns the firm's revenue growth with portfolio performance and asset retention, not trading activity or product distribution. Exact fee schedules are not publicly posted.