# Highland Private Wealth Management

Highland Private Wealth Management is a Bank / Wealth / Trust based in Bellevue, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Bellevue, United States
- **Region:** North America
- **Address:** Bellevue, WA, United States
- **Founded:** 1999
- **Assets under management:** $1B – $5B (Altss estimate)
- **Website:** www.highlandprivate.com
- **LinkedIn:** https://www.linkedin.com/company/highland-private-wealth-management-llc

## Regulatory record

- **Reports private funds:** No

## About

Looking for investment and financial advisory services in Bellevue, Washington? Highland Private Wealth Management can help. Learn more here.

## 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.

## Related profiles

- [Highland Park Community Foundation](https://altss.com/profile/highland-park-community-foundation)
- [Highline Wealth Partners](https://altss.com/profile/highline-wealth-partners)

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Last updated: 2026-07-11T02:09:15.000Z

Canonical page: https://altss.com/profile/highland-private-wealth-management

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