Built by Entrepreneurs for Entrepreneurs
As a privately owned and proudly independent firm, we provide objective guidance to business owners and professionals at every stage of their financial journey.
Entrepreneurs & Professionals are often successful because they leverage their unique expertise with focus in their chosen domain.
Your expertise drives your career’s success, while our expertise drives your wealth’s sustainable growth through careful planning and cross collaboration with you and your advisors at every stage.
At HighView, our deep team of professionals, including professional designations of CFA, FCPA, CPA, CIM, CFP, have the skillset required to successfully compound and preserve your wealth, so you can stay focused on doing what matters most to you.
Our approach adapts to the needs of business owners
Young Entrepreneurs Building Their Business
A young couple in their 40s who outgrew their previous financial advisor – required proper tax planning strategies and collaboration among their advisory network – currently growing their software and AirBnB businesses.
Succeeding a Business to the Next Generation
Working with a family logistics business owner and stewarding their adult child to lead the next phase of growth. We established effective tax strategies and pension plans, alongside growing the family’s wealth over 10+ years.
The Entrepreneur Selling their Business
Working with a long-time client who has successfully built their distribution business with years of hard work. We helped navigate the transition, diversifying the family’s wealth and working with the next generation to manage the wealth.