HIGH FLOWS

Wealth Management & Investment Advisory Services

Services

Investment Advisory

We tailor your portfolio with public and private investments in equities, bonds, real estate, and more.

Wealth Management

We develop a long-term wealth strategy based on your current plans and your future goals.

Advanced Planning

We consult on tax planning for business owners and High Net Worth Individuals as well as estate planning for individuals.

Who we are

Founded in October, 2017, High Flows Capital and affiliated companies aim to serve high net worth individuals with financial consultation. Our mission is to provide tailored and high touch investment advisory and wealth management in a way that is currently not found at other advisory firms. 

High Flows Capital is differentiated by implementing investment ideas into a rigidly defined financial plan using sophisticated software. We believe integrity is very important to partnering on financial plans, therefore our reputation is of high standards and trustworthiness. 

We do not sell or earn commissions on investment products.

Our FINRA broker check can be found here.

 

 

Jamie Esler

CFP/CFA
Jamie is the CEO of High Flows Capital, overseeing strategy and compliance. He has taken and passed exams in the disciplines of Accounting, Financial Reporting and Analysis, Corporate Finance, Portfolio Management, Quantitative Strategy, Economics, Fixed Income Strategy, Equity Valuation, Retirement Planning, Risk Strategy, P&C Insurance, Life & Health Insurance, Estate Planning, Education Planning, Machine Learning (Stanford), Data Science (Johns Hopkins), and most importantly ethics. James is a Certified Financial Planner* and earned the CFA charter in 2021. In his free time, Jamie enjoys surfing, playing golf and spending time with his wife, Sharmila and their daughter Emmy.