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Highland Private Wealth Management
Highland Private Wealth Management is a bank / wealth / trust based in Bellevue, founded 1999; the Altss profile covers its classification, headquarters,...
Highland Private Wealth Management
Looking for investment and financial advisory services in Bellevue, Washington? Highland Private Wealth Management can help. Learn more here.
General information
Firm type
Bank / Wealth / Trust
Year founded
1999
Location
Region
North America
Country
United States
City
Bellevue
Corporate office
Bellevue, WA, United States
Frequently asked questions
Who is the typical client of Highland Private Wealth Management?
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.
How does Highland handle concentrated stock positions?
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.
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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