Highwater Wealth offers personalized, customized wealth management for the high net worth individual and institutional client. We have over 20 years of experience managing client investment portfolios in a fee-only arrangement.
Additionally, as financial success does not end with investment success, we also carry Certified Financial Planner credentials and can advise on issues related to retirement, insurance, taxes, and estate planning.
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My target client is sophisticated, and usually aged 55+. I'd like to project a conservative yet contemporary image.
I was concerned about the Highwater name, as money losing investments can be called "under water." However, in investment management the highwater mark is the point at which some managers start making money. Also, in the American West, water can be rare - and thus is associate with prosperity. Also, I am from New Orleans, and fled Hurricane Katrina. Yet another high water reference. Thanks for your efforts!