High Bluff Private Wealth
High Bluff Private Wealth is a comprehensive financial planning firm specializing in investment management, insurance planning, tax minimization strategies, and college education planning. We also work with business owners in designing employee benefit plans including qualified retirement plans and executive benefit packages. Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC (finra.org/sipc.org). The financial professionals associated with DBA may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
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Verified contacts
6
available on Kipplo
LinkedIn employees
7
1 to 10 range
Open roles
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no listings
Distinct roles
5
indexed titles
Tech stack
0
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
6 contacts with verified email or phone · masked until revealed.
- AH
Andrea Holstein
Director of First Impressions · Operations
EmailPhone - DM
David McQuade
Wealth Management Advisor, Principal · Other
EmailPhone - CC
Caleb Chen
Wealth Advisor · Finance & Accounting
EmailPhone - CC
Cynthia Coleman
Operations Manager · Operations
EmailPhone - MD
Michael D. Shanahan
Managing Partner · General Business & Management
EmailPhone
Showing 5 of 6 verified contacts
Top roles at High Bluff Private Wealth
5 distinct titles indexed · top 5 shown.
- 2wealth advisor
- 1director of first impressions
- 1managing partner
- 1operations manager
- 1wealth management advisor, principal
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