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
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Highlands Wealth Group

Highlands Wealth Group is a wealth management firm founded in 2021 by Terrell Boone and Brad Williams, who aim to provide a personalized and holistic approach to financial planning. The company focuses on helping professionals, families, and small business owners achieve their financial goals through strategic guidance and actionable advice. Their services are designed to illuminate the path to clients' ideal futures, ensuring that their unique values and aspirations are prioritized. With a commitment to independence and client success, Highlands Wealth Group offers best-in-class service tailored to each client's individual journey.Explore more
Highlands Wealth Group's Social MediaPopular SearchesHighlands Wealth GroupSIC Code 62,628NAICS Code 52,523Show more

Highlands Wealth Group Org Chart

PhoneEmail
TB
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Senior Wealth Advisor & Principal

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Compare insights from companies similar to Highlands Wealth Group, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Highlands Wealth Group

<$5M
1-10
Private
-
2021
TB
Terrell BooneSenior Wealth Advisor & Principal
$7.6M
11-50
Private
-
2002
DT
Diane TinneyGeneral Manager
$5M
11-50
Private
-
2012
BC
Benjamin ColesChief Development Officer (Cdo)
<$5M
1-10
Private
-
-
JR
Jenna RileyFinancial Advisor
<$5M
1-10
Private
-
2014
LD
Leila DudleyFounder & Managing Principal
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

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Low Activity

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Activity Insights

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

What does this means?

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

Highlands Wealth Group Tech Stack

A closer look at the technologies used by Highlands Wealth Group

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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: Sherwood Investment Services, Mosaic Wealth Strategies, 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 in 2021 by Terrell Boone and Brad Williams, who aim to provide a personalized and holistic approach to financial planning. The company focuses on helping professionals, families, and small business owners achieve their financial goals through strategic guidance and actionable advice. Their... services are designed to illuminate the path to clients' ideal futures, ensuring that their unique values and aspirations are prioritized. With a commitment to independence and client success, Highlands Wealth Group offers best-in-class service tailored to each client's individual journey.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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