SEC CRD #801-108350
Highline Wealth Partners - Official Site Get Started Schedule a free consultation to talk through your financial needs and goals! Close OUR PHILOSOPHY OUR STORY OUR PEOPLE English Home About Services Contact Insights Log In Become a Client Take Control of Your Financial Future For over 45 years, our accomplished advisors have empowered clients to make financial decisions with clarity confidence. Get Started Our Services COMPREHENSIVE WEALTH SERVICES Reach your financial goals with services tailored to you. Financial Planning Family Office Wealth Management Business Advisory We provide a roadmap to reach your financial life goals Optimize your investments and align them with your goals. Identify potentially seen and unforeseen risks to you, your family or business. Build a proactive approach to investments, tax strategy to optimize your assets. Make informed decisions regarding estate planning and prepare the next generation Learn More Reduce complexity and streamline overall wealth strategy for individuals and families with large estates. Advanced tax planning to reduce overall liability Philanthropic planning Legacy planning to support future generations Learn More Your financial and life goals are unique to you; your path to reach them should be too. Reach financial independence Achieve predictable income in retirement Build up a business Provide a legacy for future generations Learn More As a business owner or executive you face unique challenges in today s business enviro
LISA STERNBERG
CCO/COO
๐ (818) 340-0157
๐ Sign up for free to view key contact information
Sign up free โThis profile has not yet been verified by the firm. Information may be incomplete or outdated. Claim this profile to take control of your listing.
AUM
$908M
Location
SHERMAN OAKS, CA
Claim this profile to complete your information, set investment criteria, and start receiving curated deal flow from sponsors on DEALITHIC.