Business Advisory
Highline Wealth Partners provides strategic guidance and fiduciary oversight for organizations facing the challenges of today's business environment.
Highline Wealth Partners provides strategic guidance and fiduciary oversight for organizations facing the challenges of today's business environment.
As your business advisors, we help build a strategic roadmap that encompasses your business, personal wealth and legacy.
Serving as your personal Chief Financial Officer, the business advisory team identifies what keeps you up at night and then designs a series of customized solutions geared toward efficiently eliminating these hurdles. From a business owners focused on growing their business for the next generation, to those preparing to retire and spend more time with family; to young, serial entrepreneurs looking to exit a successful start-up and create their next passion project, the Highline Team can customize the right strategy to maximize the value of your business while mitigating tax liability from normal operations, a sale, or future wealth transfer to the next generation.
Our founders set out to build the firm the right way - to uphold the mission of always putting clients' interests first.
Our firm was founded in 1976 as one of the earliest fee-only investment advisory firms by Dr. Donald Rugg.
Highline Wealth Partners is comprised of 11 dedicated advisors with over 150 years of combined experience managing wealth.
Highline serves as your fiduciary for qualified and non-qualified Retirement Plans by designing, implementing, and administering 401(k), 403(b) Profit Sharing, Defined Benefit, Long-term Incentive, Stock, and Deferred Compensation Plans. Attracting, Rewarding, and Retaining your workforce are the key tenants to successfully building and maximizing the value of our clients' most significant asset, their business. Highline guides employers through qualified Retirement Plan design, implementation, and administration for 401(k), 403(b), and Defined Benefit Plans.
Tax mitigation efficiently identifies processes and strategies throughout the year, significantly reducing ou clients' overall corporate tax liability. Our team will conduct a review of your current entity structure, previous tax liability, cash flow analysis and organizational pain points, then provide a solutions-driven organizational diagnostic report. We provide organizations with the tools to structure and manage Executive Compensation packages, maximize company value, & retain key employees.
Businesses held in trust tax efficiently transfer assets to the next generation. Alternatively, utilizing insurance in the event of premature death and disability will provide instant liquidity to heirs significantly reducing unnecessary stress during a highly stressful time This strategy will also ease the tremendous strain this event will have on the surviving business. Capitalize on the unique opportunities available to you as a business. Work with a Highline advisor to maximize available benefits to your company's bottom line while preparing for the future.
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Reach out to us for a free consultation to talk through your needs, goals, and what matters most to you!
