Highland Wealth
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We specialize in providing strategic, comprehensive advice and solutions to help meet your goals
08/03/2026
Happy Birthday, Emily!
Wishing you a wonderful day filled with happiness and celebration. Thank you for your dedication, leadership, and the care you show our clients and team every day. Hope the year ahead brings you continued success, good health, and plenty of reasons to celebrate.
Enjoy your special day!
Big announcement! Congratulations to Parker Delatte, CFP® on becoming a financial advisor on our team!🎉
Parker has progressed from intern to operations lead, and now, after earning his CFP® credentials this year, he will be a Highland Wealth advisor.
Thank you for your years of dedication to our clients and to this team, Parker. Here’s to the next chapter!
07/30/2026
📍🏙️ From Baton Rouge to Milwaukee, our team and new advisors came together to connect with industry leaders, celebrate successes, learn from world-renowned speakers Ryan Leak and Jill Schulman, and invest in continued growth. We're grateful for the relationships, collaboration, and shared purpose that make Highland Wealth such a special place to grow. Excited to bring back the insights, inspiration, and fresh perspectives gained throughout the week to better serve our clients and communities every day.
The retirement question nobody thinks to plan for. This one isn't about money. 👆
📞 225-408-4569 | Highland Wealth | Baton Rouge
07/28/2026
Light the candles, there's a birthday today! 🎂🎉
Huge birthday wishes to our very own Caroline Spalitta! We hope you have an incredible day!
We're happy to have you with the team and excited to see how you make an impact.
07/28/2026
Big congratulations to Marissa Manuel, MBA, CFP® on celebrating her 1-year anniversary with the Highland Wealth team!
Over the past year, Marissa has shown incredible dedication to helping our clients navigate their financial journeys with clarity and confidence. We are so proud to have her expertise, passion, and leadership in our firm.
Thank you for a fantastic first year, Marissa—here’s to many more! 🥂💼
⚠️ Faced with an Early Retirement Package or Sudden Shift?
📞 Get clarity before the deadline. Call us: (225) 408-4569
If you are a plant worker within 10 years of retirement, your entire timeline could change in an instant. A sudden injury, health change, or a 30-day early retirement window can force you into major financial decisions years before Social Security and Medicare are available.
Do you have a plan to bridge the gap?
The smartest way to protect your hard-earned savings is to be proactive. Partnering with a dedicated Highland Wealth advisor ensures you get comprehensive wealth management, retirement income planning, and pension maximization strategies.
Don't wait until the clock is ticking down.
🌐 Build your blueprint now: Head to [email protected] and let's secure your financial future together.
07/24/2026
Go through this list honestly.
Check off the ones that are genuinely true:
1️⃣ Know my monthly income | Real numbers, not a vague "enough."
2️⃣ Understand my pension | Clear on both annuity and lump-sum options.
3️⃣ Update 401(k) beneficiaries | Matching current family situations.
4️⃣ Bridge the healthcare gap | Coverage planned before turning 65.
5️⃣ Strategize Social Security | Coordinated with a spouse if applicable.
6️⃣ Review 401(k) allocation | Checked within the last two years.
7️⃣ Map out the timeline | Income vision for years 1, 5, and 15.
How many did you check off? Drop your score below.
No shame here—just an honest starting point. Top retirees start early to close these exact gaps.
📞 Highland Wealth | 225-408-4569
Helping Baton Rouge plant workers tackle these steps one by one.
07/23/2026
Got a retirement package on the table?
Before you sign, ask the right questions:
✅ Health insurance
✅ Income needs
✅ Retirement readiness
Let's run the numbers together.
No cost. No pressure.
📞 Call us at (225) 408-4569 to schedule a conversation.
⚠️ Shell Employees: Is Your Retirement Package a Good Deal?
📞 Don’t guess. Get guidance. Call now or visit http://highlandwealth.nm.com?utm_source=facebook&utm_content=_&agentid=002240.
Many Shell employees think they need to work two or three more years. Then they run the numbers. They realize they can walk out the door right now and bring home more money every month than they were making at work.
But the window is short. Once it closes, it is gone.
Annuity, lump sum, or early retirement package? Before you sign anything, talk to a Highland Wealth advisor who specializes in corporate retirement planning and pension optimization.
⏳ Time is limited. A quick call could make a lifetime of difference.
Click here to claim your Sponsored Listing.
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Baton Rouge, LA
70810