High Bluff Private Wealth

"My experience with Michael and Claire has been excellent. Our search for a financial planner has landed me in a place where an entire team is available to support my family needs. I looks forward to many years of a successful relationship."

"5 Stars all the way! This review reflects over 20 years of experience working with Michael Shanahan, and more recently with his staff at High Bluff Private Wealth. In looking at a provider of financial services, I would emphasize both service and financial expertise as being of paramount importance, and Mike and co-workers at High Bluff have maintained an extremely high standard in both areas. Timely, courteous, responsive and even patient are terms that I would apply without reservation. Their newsletter is also informative and balanced. On the technical side, Mike and staff are knowledgeable about a wide range of financial products and associated risks, and fully capable of developing financial plans that reflect different objectives, constraints, and stages in life. I would consider related discussions to be highly informative, and followed up with sometimes painstaking detail to ensure that any program additions or modifications are implemented properly. Please note that their services have also extended to several family members, and I have been more than satisfied with the results across the board."

"My wife and I have been working with High Bluffs and it predecssor organization for over 10 years. We have been very satisfied with the performance of our investments and, as important, the relationship with Mike Shanahan and his predecessor, John Overland. We have recommended High Bluffs to family members and both our son and youngest daughter have account relationships with the firm. Several years ago a donor advised fund was suggested to us as a means of improving our income tax situation. With Mike's assistance we have established that account and have benefited financially from it. We strongly recommend High Bluffs to anyone seeking sound, appropriate and ethical investment assistance."

"I've been with High Bluff for a few years now and it was the best decision I could have made for my business and my family. I'm an entrepreneur and owner/operator of a small business here in San Diego. I'm pretty good at that, but it takes all of my energy. I am great at running a business, but am far from a financial wizard and needed help. Mike and the High Bluff team set my family up for success and continue to do so as my family and business grow. They have helped me lower my tax obligations, set up a 401k, establish college savings accounts, and understand how much I can safely reinvest in my business while still being able to support my family. Because of my partnership with High Bluff, I can grow my business with a clear conscious because I my family has the financial foundations to thrive. It's an awesome team that I completely trust with my financial future"

"I have been impressed with the team at High Bluff - first with Micael Shanahan, and the later with Claire Shinholser. After losing my husband - who always dealt with our finances - I felt rudderless and somewhat nervous. Michael and Claire provided help and assurance, and now I always feel free to pick up the phone and call their office. I also hear from Claire quite regularly - whether it be in answer to a question or for her to provide me with an account review and update. In a difficult financial climate, my accounts have performed well, which provides me enormous comfort and relief. You can't go wrong with High Bluff Private Wealth."