We Help You Work Toward Improving Your Long-Term Financial Independence

Highland Wealth Management is a financial services firm committed to helping you work toward improving your long-term financial independence. Our customized programs seek to help grow and conserve your wealth with thoughtful decision-making and personalized service.

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us or call us at 931-359-1669. We look forward to hearing from you.

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Let Us Help You

Services

  • We create strategies that are tailored to your needs and goals.

Independence

  • We put your needs first.

Value

  • We enjoy building trusted relationships that span generations.

Commitment

  • We take the time to understand you and your vision and time to advise you on how to work toward preserving, growing and producing income and leave a legacy.

Have a Question?

At Our Firm, We Have the Client—and Only the Client—in Mind

As the saying goes, 90% of personal finance is personal. That is why a great relationship with your advisor is important to us.

Choosing a financial advisor is an important decision and no easy task. A financial advisor must focus on a client’s individual vision and purpose of wealth. We encourage you to do your due diligence before committing to one.

Learn More About Our Team

Our Services

Retirement

Investment

Planning

Insurance

We seek to build, manage, preserve and transition wealth for anyone!

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Recent Blogs

With healthcare costs often resembling an unpredictable market, and long-term care expenses looming, the post-work years require careful financial planning. This blog post advocates for partnering with a financial professional to navigate these challenges, offering tailored guidance on Medicare, long-term care funding, and retirement law changes. By preparing strategically, retirees can confidently set sail into their golden years, free from the turbulence of unforeseen financial burdens.
How much do you need to retire wealthy? Believe it or not, there’s no set number for anyone. Lifestyle and the quality of your retirement plan are certainly two big factors. But when considering the economy and inflation, a definitive picture of our financial future can feel somewhat elusive. So, to shed a little light (and provide a little guidance), here are a few telltale signs you might be set up for a “comfortable” post-work lifestyle.
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