Stewarding wealth through life’s transitions, establishing lasting legacies and sharing and transferring core values are integral parts of managing your wealth. We build relationships with every generation to ensure our clients’ values are shared throughout the family. Additionally, per our clients’ direction, we work with other trusted advisors and service professionals (attorneys, accountants, etc.) to coordinate execution in areas such as financial, tax, insurance, philanthropic, retirement, college, estate and wealth transfer planning. Markets go up and down, but sound financial planning creates futures built to last.
Enjoy where you are today as well as the path to tomorrow. We offer a broad array of family office services, both in-house and outsourced, that focus on clients’ lifestyle and financial needs. We also assist clients in estimating their cash flows, analyzing their insurance needs and preparing for retirement.
We take an in-depth, objective and analytical approach to screening investments, creating customized portfolios and providing macro-economic, financial and investment research. Since we are fiduciaries, our clients have access to a broad suite of high-quality, third-party investment managers who compete for their business.
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Hightower Advisors, LLC is a SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Some investment professionals may also be registered with Hightower Securities, LLC and offer securities through Hightower Securities, LLC, member FINRA/SIPC. You can check the background of our firm and investment professionals on brokercheck.finra.org. Unless otherwise indicated relative to a specific award or ranking, Hightower Advisors, LLC does not pay a fee to be considered for any ranking or recognition, but may have paid to publicize rankings obtained and disseminated prior to 11.4.2022. All awards / rankings / ratings obtained and distributed on or after 11.4.2022 will be accompanied by specific disclosure as applicable.
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