Our Services
Financial & Retirement Planning
Financial planning is the roadmap to a secure and fulfilling life, as you define it. We provide comprehensive planning: Not just for investments—but for everything from debt management to college funding to generating the retirement income you’ll need.
Investment Management
Successful investment management starts with discipline. It is the cornerstone of your financial future. At HighPass Asset Management, we manage your assets as if they were our own.
Estate Planning
Proper estate planning helps to ensure that your heirs receive the greatest amount of your wealth possible, in an easy and efficient manner. It often goes hand in hand with charitable giving.
Tax Planning
We work with you to understand your overall income situation so we can tailor tax-efficient portfolios and strategies to help maximize both wealth creation and wealth transfer. Our CPA’s work hand in hand with our portfolio managers to ensure we’re constantly focusing on the right investments and strategies for your specific plan.
Ready to Get Started?
Don’t hesitate to reach out to us anytime