Reach Your Ideal View

We can help you close the gap
between where you are and where you want to be

Reach Your Ideal View

We can help you close the gap
between where you are and where you want to be

Put your goals on the map and

let life unfold

Holistic financial planning isn’t about a singular event – it’s a journey – and we’re here to guide you along the one that’s uniquely yours. Highlands Wealth Group is in upstate South Carolina and works with families and professionals in the Southeast wanting a planning partner who considers more than just the bottom line.

Our comprehensive services help you manage your entire financial picture, including investments and asset management, insurance planning, estate planning, cash flow analysis, and business succession planning.

Put your goals on the map and

let life unfold

Holistic financial planning isn’t about a singular event – it’s a journey – and we’re here to guide you along the one that’s uniquely yours. Highlands Wealth Group is in upstate South Carolina and works with families and professionals in the Southeast wanting a planning partner who considers more than just the bottom line.

Our comprehensive services help you manage your entire financial picture, including investments and asset management, insurance planning, estate planning, cash flow analysis, and business succession planning.

Independent but

not alone

In January 2021, Terrell and Brad were chosen to join Integrated Financial Group (IFG), an Atlanta-based firm of over 80 independent financial planners from across the country. Highlands Wealth Group’s affiliation with IFG is invaluable; it provides access to a network of talented, like-minded peers who share strategies, best practices and advice.

Integrated Financial Group’s 90+ advisor members own businesses across eight states totaling over $2.7 billion in brokerage and advisory assets through LPL Financial and over $2.3 billion in assets under management through its separate registered investment adviser, IFG Advisory, LLC as of 1/7/2021. Overall, IFG’s advisors serve a combined total of assets in excess of $5 billion.

Independent but

not alone

In January 2021, Terrell and Brad were chosen to join Integrated Financial Group (IFG), an Atlanta-based firm of over 80 independent financial planners from across the country. Highlands Wealth Group’s affiliation with IFG is invaluable; it provides access to a network of talented, like-minded peers who share strategies, best practices and advice.

Integrated Financial Group’s 90+ advisor members own businesses across eight states totaling over $2.7 billion in brokerage and advisory assets through LPL Financial and over $2.3 billion in assets under management through its separate registered investment adviser, IFG Advisory, LLC as of 1/7/2021. Overall, IFG’s advisors serve a combined total of assets in excess of $5 billion.

The power of

affiliation

LPL Financial is one of the nation’s leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products.

Thousands of financial advisors nationwide can rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs.

The power of

affiliation

LPL Financial is one of the nation’s leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products.

Thousands of financial advisors nationwide can rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs.

Schedule a time to talk and see if you’d like to work together

Schedule a time to talk and see if you’d like to work together