HighMark Wealth Management
Wealth Strategist, Fiduciary 401(k) Advisor
Kurt Altrichter and the team at HighMark provide integrated wealth management services that are fundamental to our business philosophy and is what distinguishes them from other firms.
HighMark takes a comprehensive view of each client’s balance sheet to know the full range of their clients’ resources in relation to their goals. Risks in a retirement plan cover both ends of the spectrum—living longer than expected, or dying in the accumulation phase of pre-retirement. Other factors such as changes in health status and increasing inflation are risks that must be addressed in any comprehensive retirement plan. Perhaps the biggest risk to an investor’s retirement is portfolio volatility. As wealth managers we analyze a variety of client retirement income scenarios and investment return projections in order to understand how available resources will support cash flow in varying inflationary and economic conditions.
One of the biggest financial decision points investors will face is “sourcing” cash flow when the company pay stub no longer appears at the end of the month. They believe in the concept of “total return.” The traditional “income” portfolio places limits on the growth potential of the portfolio. It is a combination of dividends, interest and capital gains that will provide cash flow needed from an investment portfolio.
BA, Economics, University of St. Thomas
Assets Under Management:
HighMark Wealth Management is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where HighMark Wealth Management and its representatives are properly licensed or exempt from licensure. No advice may be rendered by HighMark Wealth Management unless a client service agreement is in place. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital.