Guiding success in an uncertain world
Highland Peak Wealth is a fee-only, independent financial advisory firm that serves high-net-worth and ultra-affluent individuals and families, as well as select institutions.
We provide comprehensive investment and wealth management services for clients, many of whom are corporate executives at the peak of their careers or business owners who have scaled companies of significant size.
We take pride in our independence. We are not beholden to any bank or insurance company to distribute their products. We focus on providing you with the best available solutions, tailored to your needs.
We have decades of experience working with individuals and families like you. The world can be uncertain. But we are ready to help guide you to success now and for generations to come.
Our Clients
We are honored to serve…
• Wealthy individuals, families and select institutions
• Small business owners and corporate executives
• Clients with complex financial needs
• Clients who have experienced liquidity events
• Clients planning for retirement
Highland Peak Advantage
The advantage we offer you can be summed up in four words.
Fiduciary: We operate under a fiduciary standard offering unbiased, transparent guidance based solely on what is best for you.
Comprehensive: Our holistic, personalized planning takes into account all parts of your balance sheet.
Partnership: We know that when everyone is involved, the client wins.
Execution: We provide first-class resources and access to execute your full financial plan.
Peak Execution
We help you achieve your goals for…
• Managing wealth
• Minimizing taxes
• Preserving lifestyle
• Planning for retirement
• Creating a legacy
1
2
A diversified team of financial professionals
Our comprehensive resources for complex wealth
A planning process designed to help you reach your goals
Our approach to learning about what's important to you and recommending the solutions you need
3
A modern approach to wealth management
Helping you coordinate and simplify your financial life to provide piece of mind
A diversified team of financial professionals
Our comprehensive resources for complex wealth
Your trail guides on your financial journey
About us
• We are experienced, knowledgeable wealth advisors. We have decades of experience helping clients…
o navigate complex financial situations
o protect assets
o achieve financial goals
• We are committed to…
•
o establishing relationships
o delivering excellent client service
o creating customized strategies and plans
About our approach
We work with clients by…
o listening, partnering, consulting
o offering independent thought and custom solutions
o striving to do the right thing … always
“
We work as a team — with one another, with our partners and with you. We know that when everyone works together, you — the client — will win, and that’s what matters.”
— Troy Newman Managing Partner and Founder
Meet the team
Lead Advisors
Troy Newman
Managing Partner and Founder
Kyle McBurney, CFP®
Managing Partner
Christopher Smith, CLU
Managing Director
Justin Esposito Managing Director
Chris Martinson, CFA®
Managing Director
Team
Resources
Santo Dimino, CIMA® Wealth Director
Erin Porter, MBA Operations Manager
Planning Specialists
Through our relationship with Commonwealth Financial Group, Highland Peak Wealth — and you have access to the following specialists and resources.
Chelsea Brochu Estate Planning Strategist
Andrew Gordon Advanced Planning Strategist
Todd Seresky Investment Planning Strategist
Stephanie Wanamaker
Lead Client Account Administrator
Eric Spindt CEO Commonwealth Financial Group
Meet the team
Troy Newman
Managing Partner and Founder
AREAS OF FOCUS
Troy is the founder of Highland Peak Wealth and has more than 25 years of experience in the financial services industry. His area of expertise is using strategic design to optimize client portfolios based around their growth and income needs. Troy’s high-net worth client base primarily consists of business owners, corporate executives and multi-generational families.
BACKGROUND AND EXPERIENCE
For 10 years prior to founding Highland Peak, Troy was a senior director for BNY Mellon Wealth Management, where he managed a team with $4.5 billion in assets under management. He also directly managed client relationships with $750 million in assets under management. Prior to joining BNY Mellon, Troy was a vice president at Strategic Financial Partners, where he managed the investment department and controlled strategic asset allocation for over $750 million in client assets. Before that, he held management positions with Kessler Financial Services, Blackstone Capital Management and Thomson Financial.
GETTING TO KNOW HIM
Troy earned his bachelor’s degree from the California State University, Sacramento and his MBA from Babson College. Troy is an active board member for Summer Search, is involved with the Boston Estate Planning Council and has been a guest speaker on Money Matters Radio and at Babson College.
Meet the team
Kyle McBurney,
AREAS OF FOCUS
Kyle is a managing partner and portfolio manager at Highland Peak Wealth. He specializes in working with individuals and families to implement and manage customized investment strategies in an uncertain world. He works closely with clients to understand their goals and objectives, manage their investments and integrate their investment strategy within a complete wealth management plan.
BACKGROUND AND EXPERIENCE
Prior to Highland Peak, Kyle worked as a vice president and senior portfolio manager at BNY Mellon. He worked directly with high-net worth clients, foundations and ultra-net-worth family offices.
At the time of his departure, he was managing more than $700 million in client assets. Before BNY Mellon, Kyle was a financial advisor at Barclays Private Wealth and Morgan Stanley. During his tenure at Morgan Stanley, Kyle was a top performer and earned the prestigious Pacesetter Award.
GETTING TO KNOW HIM
Kyle earned his bachelor’s degree from Kenyon College, graduating with distinction in history and political science. While at Kenyon, he was a member of the varsity basketball and golf teams. He is an active member of the Norfolk and Plymouth Business Planning Council and President of the Board for the Neponset River Watershed Association. Kyle and his wife, Heather, live in Dover, Massachusetts, with their two little boys, Teddy and Cooper.
PROUDEST MOMENT
Having the courage to join Troy and start
Highland Peak Wealth.
SECRET TALENT
I was quite a chess
player back in the day!
A TIME I LAUGHED OUT LOUD
Watching my two-year-old dancing to “Thunderstruck.”
Meet the team
Christopher Smith, CLU
Managing Director
AREAS OF FOCUS
Chris is a veteran wealth management professional and Managing Director at Highland Peak Wealth, where he serves as a trusted financial advisor and planner. With over 20 years of experience in the financial services industry, Chris brings a client-first philosophy and a proven ability to deliver tailored financial solutions. In his current role, he advises high-net-worth individuals and families while partnering with advisors nationwide to expand the firm’s reach and impact.
BACKGROUND AND EXPERIENCE
Before joining Highland Peak Wealth, Chris held senior leadership positions at Massachusetts Mutual Financial Group, where he was most recently a Senior Director of Wealth Management.
Over his two-decade tenure, he excelled in business development, advisor coaching, and strategic growth, consistently exceeding goals. With a strong track record of leadership, client advocacy, and collaborative growth, Chris is passionate about empowering individuals, families, and financial professionals alike to achieve long-term success.
GETTING TO KNOW HIM
Outside of work, much of Chris’ time is spent with his wife, Alicia, and their five children: Josephine, Kate, Grant, Shepard, and Maren, and their loving dog, Hank. He is an avid lacrosse coach and active member of his church and community in small-town northern CT.
PROUDEST MOMENT
Supporting my wife through the birth of our five children—each one an unforgettable experience.
SECRET TALENT
I’m
a woodworker and cabinet
builder—it’s
my creative outlet and
a
fun way to build things for our home and family
COOLEST TRIP I HAVE EVER
TAKEN
A week-long rafting trip down the Colorado River through the Grand Canyon — wild rapids, canyon walls, and zero cell service.
Meet the team
Managing Director
AREAS OF FOCUS
Justin is a Managing Director at Highland Peak Wealth, specializing in developing and managing customized investment strategies for individuals and families in an ever-evolving financial landscape. With over 18 years of experience, Justin prides himself on building strong & lasting relationships with his clients. He meticulously integrates investment plans within comprehensive wealth management strategies to align with each client's unique goals.
BACKGROUND AND EXPERIENCE
Justin's extensive background includes serving as a Principal and Senior Wealth Manager at BNY Mellon, where he managed large, multi-generational family relationships. Before that, he was a Portfolio Manager at U.S. Trust/Bank of America. Justin began his distinguished career in New York City, gaining valuable experience at Moody's Investor Services and other prominent asset management firms pre & post financial crisis.
GETTING TO KNOW HIM
Justin holds a Bachelor's Degree from Lafayette College, where he was a member of the Men's soccer team. Justin is actively involved with the Providence-based charity Amos House. He and his wife, Heather, reside in Barrington, RI, with their two boys, Will and Pete. Outside of work, Justin enjoys anything to do with the ocean and sports.
PROUDEST MOMENT
Seeing my kids' faces when they jump in the ocean.
SECRET TALENT
I can row 2000m under 7 minutes.
FUN FACT
If I didn't do this for a living, I would be a high school teacher & soccer coach.
Meet the team
Chris Martinson, CFA
Managing Director
AREAS OF FOCUS
Chris is a Managing Director at Highland Peak Wealth, specializing in tailored investment solutions for families and individuals across generations. He partners closely with clients to understand their goals, manage portfolios, and create comprehensive wealth management plans.
BACKGROUND AND EXPERIENCE
Before joining Highland Peak Wealth, Chris served as a Director and Senior Portfolio Manager at BNY Wealth, managing $900 million in client assets while chairing the Boston Investment Implementation Committee. Previously, he was an Investment Counselor at Citi Private Bank, managing $2.7 billion in assets and earning recognition as a top performer through selection to the Chairman's Council. Chris holds a CFA designation.
GETTING TO KNOW HIM
Chris began his career in the U.S. Navy at 17, serving as a nuclear technician on submarines for six years. He graduated from Wesleyan University in 2014 with a double major in Economics and the College of Social Studies, where he also won a gold medal in rowing at the NESCAC Championship. Chris and his wife Nellie live in Brookline with their daughter Isobel and son Leo. He volunteers as a Year Up mentor and with Read to a Child.
PROUDEST MOMENT
Being the first person in my family to attend and graduate College.
SECRET TALENT
Baking is a passion of mine and I enjoy making intricate cakes for birthdays and fine patisserie in my free time.
A TIME I LAUGHED OUT LOUD
Watching my 4 year old and 1 year old hold an 'emergency conference call' with their 'colleagues' before I took them to daycare.
Meet the team
Santo Dimino, CIMA®
Wealth Director
AREAS OF FOCUS
As a wealth director, Santo plays a crucial role in helping high-net-worth investors manage their wealth and achieve their goals. He provides tailored financial advice to address the unique needs and challenges faced by highly paid executives, founders, generational wealth trustees and beneficiaries during significant liquidity or life events.
BACKGROUND AND EXPERIENCE
Santo is a seasoned financial professional with expertise in banking, wealth management and real estate. His experience includes management, advisory and business development roles, making him a versatile and reliable resource in the finance industry. Driven by his dynamic international background, Santo speaks English, Italian, Spanish and French. He earned his Bachelor of Science degree in business administration from Salem State University and currently holds the following licenses and designations: CIMA® - Certified Investment Management Analyst, FINRA Series 7 and 66, Massachusetts Life, Health & Accident Insurance, Massachusetts Real Estate Agent.
GETTING TO KNOW HIM
In his free time, Santo enjoys active and cultural pursuits. He also enjoys exploring new destinations, whether by skiing down snowy slopes, biking through rugged trails, or hiking up a mountain. Growing up in Italy, Santo deeply appreciates art, culture and culinary delights. Santo lives in Revere, Massachusetts, just north of Boston, with his wife, Camilla, and their kitten, Kora.
IF I DIDN'T DO THIS FOR A LIVING I'd be an EDM (electronic dance music) DJ.
DANCE MOVE
Shuffle.
FIRST JOB Prep cook at a restaurant in Italy
Meet the team
Erin Porter, MBA
Operations
Manager
AREAS OF FOCUS
Erin is a relationship-focused leader with experience in customer service, administration and operations. She works to ensure excellent and proactive customer service, maintain records, produce business intelligence reports, and foster a culture of teamwork, innovation and continuous improvement.
BACKGROUND AND EXPERIENCE
Erin earned a Bachelor of Arts degree from Wells College, where she majored in economics with a minor in French. She earned her MBA from Whitman School of Business at Syracuse University.
GETTING TO KNOW HER
Erin is from a small town in northern New York, where she learned to appreciate the outdoors and hard work. In honor of her late grandmother, Erin participates in the Boston Cares organization and has knit dozens of hats, scarves and mittens for children in Boston.
PROUDEST
MOMENT
Earning my MBA in 2024.
PEOPLE WOULD BE SURPRISED TO KNOW
In high school, I won the Lumberjack Princess Contest for the local Lumberjack Festival.
FAVORITE BOOKS OF ALL TIME
Louise Penny’s Inspector
Gamache series; I’ve read all of them so far!
Financial strength and infrastructure
• Client Relationships: 75
• Average Client Size: $10M
• Management Team Experience: 45+ years (combined)
• Client Retention Rate: 100%
Massachusetts Mutual Life Insurance Company (MassMutual®)
• [Commonwealth Financial Group (CFG) is a General Agency of Massachusetts Mutual Life Insurance Company (MassMutual®) a mutual life insurance company, founded in 1851, headquartered in Springfield, Massachusetts. By working with MassMutual, CFG and HPW gain access to an extensive range of financial products, technology and compliance support while maintaining the independence and flexibility to provide individualized solutions to our clients.
National Financial Services LLC (NFS) – A Fully owned subsidiary of Fidelity Institutional
Fidelity Investments
• Assets under administration of $10.3 trillion, including discretionary assets of $3.9 trillion, as of December 31, 2022
• Helps over 40 million people feel more confident in their most important financial goal Manage employee benefit programs for over 23,000 businesses
• Supports more than 13,500 financial advisory and brokerage firms with innovative investment and technology solutions to grow their businesses.
Fidelity Investments and National Financial Services LLC (together "Fidelity") is an independent company, unaffiliated with MassMutual and Highland Peak Wealth. Fidelity is a service provider to both. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity Investments. Fidelity Investments is a registered trademark of FMR LLC. Fidelity Institutional® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC.1081205.1.0 Kyle McBurney and Troy Newman hold Career Agent contracts with MassMutual. Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC. 280 Congress Street, Suite 1300, Boston, MA 02210. (617)-439-4389. Highland Peak Wealth is not a subsidiary of affiliate of MML Investors Services, LLC or its affiliated companies.
When we all work together, our clients win
Partnership of top tier wealth management firms
• Top tier investment manage firm operating under a fiduciary standard
• Process-driven approach focused on after tax returns
• Customized lending solutions
• Concentrated wealth and diversification strategies
• Proactive, high-touch client service
• Financial planning and decision support
• Tax mitigation
• Risk management
• Wealth transfer planning
• Charitable giving
• Protection strategies
*Neither MML Investors Services, LLC nor any of its subsidiaries, employees or representatives are authorized to give legal or tax advice. Consult your own personal attorney for legal or tax counsel for advice on specific legal and tax matters.
John Doe, CFP
A planning process designed to help you reach your goals
Our approach to learning about what's important to you and recommending the solutions you need
Highland Peak process
As trail guides on your financial journey, trust that we have a process — a map — for navigating life’s greatest moments and biggest challenges. How else would we guide success in an uncertain world?
4 EXECUTION
5 REVIEW
Methodically revisit the plan to review, re-evaluate and recalibrate
3 STRATEGY
2 PARTNERSHIP
1 DISCOVERY
Holistic focus on your balance sheet, cash flow needs and risk management
Team-based approach that integrates you, your existing advisors and our team of professionals
Develop a distinct strategy that reflects your financial and personal goals
Top tier capabilities and resources to implement and monitor your unique plan
A modern approach to wealth management
Helping you coordinate and simplify your financial life to provide piece of mind
Our services
Investment management
We develop and execute a customized, strategic plan based on your goals.
Risk management
We provide peace of mind by ensuring your coverage matches your needs.
Corporate executive services
We navigate the maze of regulatory issues and diversification strategies that are a core part of your personal wealth.
CLIENT
Financial planning
We approach financial planning as an ongoing process, defined and directed by your and needs, goals, values and preferences.
Retirement planning
We help you create a plan focused on achieving a sustainable, tax efficient, income and maintaining your lifestyle.
Wealth and estate transfer planning
We help you structure your estate assets to minimize tax liabilities and maximize value to future generations.
The Strengths of Highland Peak Wealth
For us, it’s about the process, not the product.
Focus on tax management
Tax-managed individual equity focus across multiple asset classes ETF and Mutual Fund focused with limited tax management
A
High account minimums limit the availability across the portfolio
