FAQ

1) What type of clients does Highland Rim Wealth Management work with?

The founder of Highland Rim Wealth Management, Anthony Watts, was an engineer and project manager for many years before becoming a financial advisor.  He has also been a lifelong learner, avid reader, and entrepreneur.  While every engineer, educator, and entrepreneur are not the same – there are traits that it helps to understand by having walked a similar path.  These are not the only types of persons we work with though.  Let’s have a conversation and see if you relate best to one of our advisors.

2) How are Highland Rim Wealth Management’s services unique?

At Highland Rim Wealth Management, we actively listen so that we can provide advice that is personal and unique to you.  We want to understand your financial goals and how you want to make a difference.  We build a financial plan and a financial portfolio that is uniquely aligned with your goals and your risk tolerance. Things change over time.  That is why we revisit your goals and risk tolerances as you move through each stage of life and manage the circumstances that life throws our way.

3) Is Highland Rim Wealth Management a fiduciary?

The CFP® designation requires acting as a fiduciary in all that we do. This means, when we are providing investment advice and investment management, we only make our decisions based on the best interest of our clients. It is not just a legal term, it is the integrity and values that we are founded on. We take our obligation to you as our highest priority.

4) What is the fee structure for Highland Rim Wealth Management?

Fees are based on a percentage of your total investable assets. This percentage changes based on how much wealth is being managed by your advisor. This will be part of our discussion in the initial meeting.  

5) What if I am already working with an advisor?

If you are already working with an advisor, you may already have an idea of what you like, and what may be missing in your plan.  During our first meeting, we will show you our annual client calendar which describes all of the activities that make up our service offering. You may find that this holistic planning approach has been missing from your current advisor. We are here to make your life easier and to help meet your financial goals.