Loading organizations...
§ Venture Capital · USA
High Meadows Wealth Management provides personalized wealth management solutions, integrating various facets of a client's financial life into a cohesive strategy. The firm offers comprehensive guidance across investments, cash flow, insurance, debt management, and long-term financial, retirement, and estate planning. They employ a disciplined approach, aiming to align all financial elements to support clients' objectives through tailored advice and strategic implementation.
This advisory group operates as financial advisors affiliated with D.A. Davidson & Co., leveraging the resources of a larger financial institution to deliver specialized client service. The group formed with the insight that individuals require integrated financial planning that extends beyond singular product offerings, seeking a consolidated perspective on their wealth. Their structure facilitates a partnership model, allowing them to focus on holistic client outcomes.
High Meadows Wealth Management serves individuals and families seeking sophisticated financial management and guidance for their present and future. The firm is dedicated to being a trusted advisor and steadfast partner, prioritizing clients' short- and long-term financial goals. Their vision centers on crafting robust financial strategies designed to navigate specific client situations and support their journey toward financial well-being.
High Meadows Investment Group has 1 tracked investment across 1 company. The latest tracked deal is $5.5M Series A in The Renewal Workshop in December 2019.
| Date | Company | Round | Lead Investor(s) | Co-Investor(s) |
|---|---|---|---|---|
| Dec 11, 2019 | The Renewal Workshop | $5.5M Series A | Quadia, Florentine Fokma (fockema Andreae), Eske Scavenius | Closed Loop Partners, Knollwood Investment Advisory, Portland Seed Fund |