Our mission is to build long-term financial plans that empower you to live the life you envision without compromise. We consult with you and your family to provide personalized wealth management guidance in alignment with your purpose to help manage, grow and protect your wealth.
Each client is distinct, thus requiring highly customized strategies. It is your values, however, that bind us in achieving a common goal. Our alignment on those goals provides the basis for deep, consultative, long-term relationships to achieve one common purpose — to serve you.
For Families & Individuals
Life is complicated and involves a series of planned and unplanned events. Our process and team help you navigate the journey with clarity, confidence and control, no matter what stage you’re in. With each decision you’re faced with we can help audit, educate, model strategies and ultimately provide implementation support.
Articulating a financial mission statement
Cash flow strategies/Modeling
Investment Policy Statement (IPS) development and execution
Investment management
Insurance planning (i.e., life, disability, property & casualty)
Trust & Estate planning
Professional coordination (i.e., Accountant, Attorney)
Retirement planning
Tax consulting
Legacy planning
Charitable planning
Family governance
Our Shared Mindset: The Pursuit of Excellence
DrivenDrivenInstilled with a growth-oriented mindset
PurposefulPurposefulAppreciative of the profound responsibility that comes with success
LegacyLegacyViewed as generational stewards of wealth
CollaborativeCollaborativeSeeking transparent, action-oriented partnerships to achieve your purpose
ConnectivityConnectivityCommitted to building long-term relationships and preserving family bonds
SecuritySecurityPrioritizing the creation of a secure future for loved ones
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HTA Client Relationship Summary
HTS Client Relationship Summary
Hightower Advisors, LLC is a SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training.
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