News

Tax Season 2018

Tax season is underway and the High Falls Tax Team is working diligently to meet the pending deadline of Monday, April 15th. Visit our Tax Tools page to access helpful resources.  …read more

 

Summer 2018 Financial Advocate Newsletter

We’re excited to share with you the newest edition of The Financial Advocate. In this issue, you’ll find information about the Tax Cuts and Jobs Act (TCJA), an article on estate planning, portfolio updates…read more

 

Winter 2018 Financial Advocate Newsletter

We’re excited to share with you the newest edition of The Financial Advocate. In this issue, you’ll find information about our new office space, an article on the value of financial planning, tax tips,…read more

 

The Client Portal is here!

We recently upgraded our technology and are now able to interact with you through our new client portal. Performance information, transaction detail and other reports are at your fingertips in your secure…read more