High Note Wealth

Finance · Minnesota, United States · 1-10 Employees

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Overview

Headquarters

18258 Minnetonka Blvd Ste 200, Deephaven...

Phone Number

(952) 224-7970

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
2
2
1
1
1
1

About High Note Wealth

High Note Wealth is a registered independent advisory firm specializing in wealth management for families and business owners. The firm is led by a brother-sister duo, Katherine and Michael Forrester, who are highly credentialed advisors with extensive experience in the financial sector. They focus on understanding their clients' unique situations and family dynamics to provide tailored financial recommendations. High Note Wealth is committed to integrity, clarity, and honesty in helping clients achieve their best financial life.Explore more
High Note Wealth's Social MediaPopular SearchesHigh Note Wealth LLCHigh Note WealthForrester Wealth Managementcom HighNoteWealtheMoney Advisor LLCSIC Code 62,628NAICS Code 52,523Show more

High Note Wealth Org Chart

Katherine Schneewind, Founder & Chief Executive Officer at High Note Wealth
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Founder & Chief Executive Officer

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Michael Forrester, Founder & President & Chief Investment Officer at High Note Wealth
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Founder & President & Chief Investment Office...

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KJ
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Chief Operating Officer

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SW
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Director, Financial Planning

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

High Note Wealth

<$5M
1-10
Private
-
2019
$5.2M
11-50
Private
-
-
Thomas Ambrose, President, Chief Executive Officer at Ambrose Wealth Management
Thomas AmbrosePresident, CEO
<$5M
1-10
Private
-
2012
MM
Mia McCorkleManager, Client Services
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
1983
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

High Note Wealth is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

High Note Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about High Note Wealth.

High Note Wealth Tech Stack

A closer look at the technologies used by High Note Wealth

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Frequently Asked Questions Regarding High Note Wealth

What is High Note Wealth's official website?
High Note Wealth's official website is www.highnotewealth.com
What is High Note Wealth's Revenue?
High Note Wealth's revenue is <$5 Million
What is High Note Wealth's SIC code?
High Note Wealth's SIC: 62,628
What is High Note Wealth's NAICS code?
High Note Wealth's NAICS: 52,523
How many employees does High Note Wealth have?
High Note Wealth has 1-10 employees
What industry does High Note Wealth belong to?
High Note Wealth is in the industry of: Finance, Securities Trading
What is High Note Wealth competition?
High Note Wealth top competitors include: Ratcliff Financial Services, Ambrose Wealth Management, Goodrich and Associates, Shoreline Financial Partners
What technology does High Note Wealth use?
Some of the popular technologies that High Note Wealth uses are: WordPress.org, PHP, Cloudflare Website Optimization, Sucuri WAF
How do I contact High Note Wealth?
High Note Wealth contact info: Phone number: (952) 224-7970 Website: www.highnotewealth.com
What does High Note Wealth do?

High Note Wealth is a registered independent advisory firm specializing in wealth management for families and business owners. The firm is led by a brother-sister duo, Katherine and Michael Forrester, who are highly credentialed advisors with extensive experience in the financial sector. They focus on understanding their clients' unique situations... and family dynamics to provide tailored financial recommendations. High Note Wealth is committed to integrity, clarity, and honesty in helping clients achieve their best financial life.Read More

What are High Note Wealth social media links?
High Note Wealth Linkedin page High Note Wealth Twitter page High Note Wealth Facebook page
Is High Note Wealth a public company?
High Note Wealth is private company therefore does not currently have an official ticker symbol
See more information about High Note Wealth

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