High Note Wealth
Overview
High Note Wealth is an independent wealth management firm based in Deephaven, Minnesota, offering personalized financial planning and investment services. The firm specializes in private equity, real estate, and venture capital investments, focusing on seed to late-stage opportunities across various industries, including technology, healthcare, and financial services. High Note Wealth primarily operates within the United States, providing tailored solutions to meet the unique needs of its clients. Founded in 2019 by siblings Katherine and Michael Forrester, High Note Wealth emphasizes a client-centric approach, treating clients like family and offering objective advice under the fiduciary standard. The firm collaborates with strategic partners such as Schwab, Black Diamond, eMoney Advisor, and Ethic to enhance its service offerings. High Note Wealth is registered with the Securities and Exchange Commission as an investment adviser, reflecting its commitment to regulatory compliance and industry standards. With a focus on holistic financial planning, High Note Wealth assists clients in areas like investment management, wealth enhancement, transfer, protection, and charitable giving. The firm works alongside clients' other trusted advisors, including tax and legal professionals, to ensure comprehensive financial plans are developed and executed accurately and efficiently. High Note Wealth's dedication to personalized service and client advocacy has established it as a trusted partner for high-net-worth individuals and families seeking to achieve their financial goals.
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Frequently asked questions about High Note Wealth
What sectors does High Note Wealth invest in?
High Note Wealth invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Wayzata, United States. High Note Wealth is listed as a private investment firm in the ConnectSafely investor database.
What stage does High Note Wealth invest at?
High Note Wealth backs companies at Seed, Early Stage, Growth, Late Stage, Pre-IPO and Buyout, writing cheques of 1M - 50M.
Which regions does High Note Wealth invest in?
High Note Wealth invests across United States.
Who are the partners at High Note Wealth?
Team members listed for High Note Wealth include Michael Forrester (Founder, President, and CIO) and Kyle Janovsky (Partner & Chief Operating Officer).
How do I contact High Note Wealth?
High Note Wealth's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
