Constructing and dynamically managing customized investment portfolios that seek to achieve your short and long-term financial goals
Open source, non-proprietary, best of breed
Employing proactive tax strategies to minimize the impact of federal, state and local taxes on your family's wealth
Ensuring that you have adequate funds to support your retirement lifestyle
We work with each of our clients to clarify their personal financial goals for themselves and their families. By intimately learning our clients’ history, philosophy and perspectives, we create a personalized financial plan that is tailored to their unique levels of risk tolerance and cash flow requirements.
Our team provides objective investment advice. We take an in-depth, analytical approach in screening investments, creating customized portfolios and providing macro-economic, financial and investment research.
All of our portfolios are developed as a function of our clients’ specific goals and risk tolerances. We take a long-term, preservation focused, investment approach coupled with sensitivity to clients’ liquidity and cash flow needs.
We believe the measure of investment success is not necessarily what you make, but rather what you keep. With this in mind, we employ tax optimization techniques in the management of client portfolio’s.
We specialize in advising C-level executives on the complex financial situations they face such as restricted stock and option based compensation, non-qualified deferred compensation, cash management, and shareholder optics surrounding divestitures.
We advise executives and board members of public companies on the design and implementation of 10b5-1 Trading Plans. Based on a detailed planning process and factoring the various forms of equity ownership, we can design a plan to help meet the specific objectives of the officer.
For many wealthy families the preservation of the family and its values is as important as the preservation of its wealth. We assist clients in developing a family mission statement, next generation financial education, and bill pay/cash flow management.
We work intimately with individuals, their families and advisors to design the most appropriate wealth transfer strategies.
We conceptualize and help create philanthropic strategy for our clients, including the establishment of private foundations, charitable remainder trusts, and donor-advised funds and trusts.
As successful investor’s, our clients face a myriad of risks not necessarily directly related to their investment portfolio. We work with each family to identify and minimize exposures that may adversely impact their financial plans.
We work to offer tailored cash management services, payment services and lending solutions to enhance our client’s liquidity and flexibility.
Our team focuses on managing liabilities and other obligations to help ensure long-term financial stabilization. We work to provide an added layer of protection for client’s specific responsibilities and exposures while educating clients on managing insurance needs to help maintain and preserve wealth.
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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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