How We Serve You

High Note Wealth
has the knowledge and experience to help you uncover opportunities in the areas of investment management, wealth enhancement, transfer, protection, and charitable giving. High Note will work alongside your other trusted advisors, including tax and legal professionals, to ensure each financial plan is developed holistically and executed accurately and efficiently.

Individuals & Families

We promise to work with you, one-on-one, to provide the guidance and discipline needed to structure a comprehensive financial plan. We will then build and execute a prudent investment policy that aligns with your values and the goals you have for your family and your business.

FAMILY WEALTH PLANNING

  • Fee Based Financial Planning
  • Investment Management Solutions
  • Insurance Auditing (Life, Disability, Long-term Care)
  • Education Planning
  • Special Needs Planning
  • Women in Focus Planning
  • Environmental, Social, and Governance (ESG) Investing
  • Retirement Income
  • Generational Transfer Planning
  • Philanthropy Optimization
Business Owner

Working with business owners, High Note brings significant experience in helping you prepare for the sale or succession of your company. As a fiduciary for the owner, we advocate for your best interest throughout the process, from cash flow optimization to tax mitigation to estate planning.

BUSINESS FINANCIAL PLANNING
  • Financial Statement Review
  • Risk Mitigation Strategies
  • Executive Benefits
  • Sucession Planning