Highland Financial Group is a highly experienced financial advisory firm based in Portsmouth, NH, with additional locations in Wellesley, Hingham, Stamford, and Shelton. With over 37 years of expertise, their team of professionals specializes in providing comprehensive financial advice, planning, and services to affluent individuals, families, and business owners across the country. They are renowned for their focus on closely held corporations and their ability to facilitate multi-generational estate, wealth, and legacy planning strategies.
Highland Financial Group offers personalized financial and retirement planning guidance, as well as wealth management services. Their approach integrates investments with tax-efficient estate and financial strategies to help preserve, manage, and transfer wealth. With a diverse team of financial professionals, they bring decades of combined experience to deliver customized strategies tailored to the unique needs of their clients and their businesses.
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