OUR MISSION: We help families and businesses identify what is important to them, define priorities, discuss stresses around each, and construct plans to position them in better financial position now and for the future.
Who We Are
Highland Trust Partners is a team of experienced financial advisors located in Athens, Georgia, bringing more than 60 years of combined experience in the finance industry to each client engagement. Our independent wealth management practice was established with the goal to help individuals and organizations manage, protect and enhance their wealth as they seek to attain and maintain financial independence.
What We Do
Our clients benefit from our client-centered, team approach combining experience and insight from an objective, independent perspective as we develop customized strategies to address the unique challenges and opportunities they face. We serve as a dedicated advocate and guide for our clients, seeking to mitigate risk as we help them pursue important milestones at every stage of their lives or business cycle.
As a full-service wealth management practice, we help coordinate and implement strategies for our clients across the full spectrum of their financial and wealth management needs. In addition to retirement, investment and estate planning, we offer integrated financial strategies. Working in conjunction with our strategic partners, we provide access to lending services, trust capabilities and cash management services, among others. Simply put, our intent is to remove the burden and complexity of managing wealth by serving as our clients’ primary financial and investment resource.
Who We Serve
Our clients are accomplished individuals, families, business owners and corporations seeking experienced guidance and a personalized approach to pursuing their definition of financial well-being. They value a dedicated partner they can trust to place their interests first in navigating today’s complex investment and retirement planning landscape, and lead them confidently along the path toward their goals.