Highlands Wealth Group

Finance · South Carolina, United States · 1-10 Employees

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Overview

Headquarters

56 Parkway Commons Way, Greer, South Car...

Revenue

<$5 Million

Industry

Finance Securities Trading

About Highlands Wealth Group

Highlands Wealth Group is a wealth management firm founded by Terrell Boone and Brad Williams in 2021, focusing on holistic financial planning tailored to individual client needs. They aim to guide professionals, families, and small business owners through their financial journeys, helping them achieve their ideal life goals. The firm emphasizes a personal approach to wealth building, ensuring that clients receive best-in-class service and actionable advice. With a commitment to independence and client success, Highlands Wealth Group seeks to illuminate the path to financial confidence and strategic decision-making.Explore more
Highlands Wealth Group's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Highlands Wealth Group Org Chart

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BW
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Director, Financial Planning

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Senior Wealth Advisor & Principal

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Compare Similar Companies to Highlands Wealth Group

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Highlands Wealth Group

<$5M
1-10
Private
-
2021
BW
Brad WilliamsDirector, Financial Planning
$7.6M
11-50
Private
-
2002
DT
Diane TinneyGeneral Manager
$5M
11-50
Private
-
2012
CR
Christopher RossManaging Planning & Investments Partner
Illustration of an envelope

Highlands Wealth Group Tech Stack

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Frequently Asked Questions Regarding Highlands Wealth Group

What is Highlands Wealth Group's official website?
Highlands Wealth Group's official website is www.highlandswealthgroup.com
What is Highlands Wealth Group's Revenue?
Highlands Wealth Group's revenue is <$5 Million
What is Highlands Wealth Group's SIC code?
Highlands Wealth Group's SIC: 62,628
What is Highlands Wealth Group's NAICS code?
Highlands Wealth Group's NAICS: 52,523
How many employees does Highlands Wealth Group have?
Highlands Wealth Group has 1-10 employees
What industry does Highlands Wealth Group belong to?
Highlands Wealth Group is in the industry of: Finance, Securities Trading
What is Highlands Wealth Group competition?
Highlands Wealth Group top competitors include: Alliance Wealth Advisors, Dowd Financial Group
What technology does Highlands Wealth Group use?
Some of the popular technologies that Highlands Wealth Group uses are: WooCommerce, WordPress.org, PHP, Proofpoint
What does Highlands Wealth Group do?

Highlands Wealth Group is a wealth management firm founded by Terrell Boone and Brad Williams in 2021, focusing on holistic financial planning tailored to individual client needs. They aim to guide professionals, families, and small business owners through their financial journeys, helping them achieve their ideal life goals. The firm emphasizes a... personal approach to wealth building, ensuring that clients receive best-in-class service and actionable advice. With a commitment to independence and client success, Highlands Wealth Group seeks to illuminate the path to financial confidence and strategic decision-making.Read More

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

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