We are fiduciaries
We are fiduciaries, meaning we are legally, professionally and personally obligated to you and you alone. No products, no opaque expenses, no company quotas and no agenda but yours.
No agenda but yours
We are driven by the belief that wealth management is really life management. It means we listen more than we talk. We dig deep to understand you, your family, your business, your unique circumstances and your legacy.
And while we bring a deep financial acumen to providing comprehensive solutions for your future and your legacy, we bring something even more rare: honest, client-focused intelligence, where clients come first. And second. And third.
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We are members of Hightower, a community of independent-minded financial advisors founded on a philosophy of trust and radical transparency. Collaborating and sharing insight across the Hightower network affords us the tools, technology, research, and knowledge to dig deeply into clients’ needs.
Exit Planning Services
Our mission is to help our clients attain their goals by analyzing their needs and creating a holistic plan to protect their legacy, enhance business valuation, and achieve their life-long aspirations.
Valuation
Pre-Liquidity
Post-Liquidity
Philanthropic Planning Services
Our integrated services and customizable solutions are designed to address the unique challenges of endowments, foundations, and nonprofits with a focus on helping them realize both their short and long-term goals.
Develop, Review, And Monitor Investment Policy Statements
Asset Allocation And Portfolio Construction
Customized Reporting And Analysis For Your Investment Committee
Fiduciary Compliance And Oversight
Risk Management
Financial Planning
Investment Strategy
Exit Planning
Philanthropic Planning
Insurance Planning
Portfolio Reporting & Analysis
Cash Management
Tax Planning
EMoney Secure Data Vault
Plan Coordination with Family Advisors
Retirement Planning
Risk Management
Portfolio Construction & Management
Estate & Wealth Transfer Planning
Securities offered through Hightower Securities, LLC, Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment adviser. brokercheck.finra.org
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