Highland Peak Wealth
Highland Peak Wealth is a fee-only, independent financial advisory firm catered to High Net Worth Individuals, Families, and Institutions. We provide comprehensive wealth management and financial planning services for clients in all phases of their lives. We take tremendous pride in eliminating a major conflict of interest common to most advisory firms - we are not beholden to any bank, brokerage, or insurance company to distribute their in-house products. Our process lends itself to providing our clients with the best available solutions, tailored to your exact needs.
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Verified contacts
7
available on Kipplo
LinkedIn employees
7
1 to 10 range
Open roles
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no listings
Distinct roles
4
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
7 contacts with verified email or phone · masked until revealed.
- SD
Santo Dimino
Wealth Director · General Business & Management
EmailPhone - JE
Justin Esposito
Managing Director · General Business & Management
EmailPhone - KM
Kyle McBurney
Managing Partner · General Business & Management
EmailPhone - TN
Troy Newman
Managing Partner · General Business & Management
EmailPhone - EP
Erin Porter
Operations Manager · Operations
EmailPhone
Showing 5 of 7 verified contacts
Top roles at Highland Peak Wealth
4 distinct titles indexed · top 4 shown.
- 2managing partner
- 1managing director
- 1operations manager
- 1wealth director
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