The boutique wealth management practice HighPath Advisors has launched a range of financial planning services designed to provide individuals in San Francisco, San Mateo, Daly City, and Redwood City with secure and stable investments during uncertain times.
Boutique financial advisory practice HighPath Advisors has launched a range of wealth management consultancy services for clients in San Francisco, San Mateo, Daly City, Redwood City, and surrounding areas.
More details can be found at: https://www.highpathadvisors.com
The recently launched services are designed to help individuals protect and accumulate wealth through uncertain times, such as those currently being experienced.
The global pandemic had a significant effect on financial markets around the world, which was well-demonstrated by the New York Stock exchange halting trading for 15 minutes in March 2020. For many businesses and individuals, the uncertainty has not ended and strategies for resilient financial investments are being sought.
The new services from HighPath Advisors leverage an in-depth understanding of market cycles to provide clients with advice on long-term wealth management, investments, and tax mitigation.
Having over a decade of experience managing investments for leading firms through multiple market cycles, the team at HighPath Advisors tailors individual strategies for clients that are designed to endure significant market upheaval.
As part of the new services, HighPath Advisors helps clients to optimize their investment portfolios in line with insurance/annuity product landscapes and the clients’ life-cycle changes.
Leveraging a deep understanding of section 7702 of the US Tax Code, HighPath Advisors’ new services utilize life insurance structures to provide investment strategies that are also highly tax-efficient.
The firm also helps to protect personal assets against creditors and litigation with a range of asset protection strategies.
Each client is provided with a bespoke solution that meets with their specific circumstances. The first step is a complimentary discovery consultation that identifies a client’s priorities, concerns, and goals.
The team at HighPath Advisors then uses the latest planning tools to prepare a comprehensive, easy-to-understand financial snapshot. A range of strategies can then be discussed and evaluated with the client.
If a client wishes to proceed, HighPath Advisors will manage the implementation process. The company aims to establish long-term relationships with each client and provides full-cycle support.
Adam Nielsen, Managing Partner states: “Through market cycles we have helped clients accumulate and protect their wealth, while minimizing risk and tax implications through sound planning, investment, and insurance strategies.”
Interested parties can find more information by visiting: https://www.highpathadvisors.com