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Customized Portfolio Management . Actionable Strategies . Comprehensive Financial Consulting

Our Value Proposition

LK Wealth and Asset Management Process


Independent

Your day-to-day is anything but predictable; in fact, the challenges and opportunities never end. Count on us to deliver proactive advice and solutions as we seek to manage, grow, and protect your financial life.

Fiduciary

We have a fiduciary relationship with each client, and are committed to putting our client’s interests first. We are legally bound to act as stewards and have no sales quotas or proprietary products. Our clients’ visions of their futures and financial goals drive every investment decision we make.

Transparent

Hightower is national, wealth management firm offering a distinct model that blends objective wealth management advice with a robust technology and services platform. Hightower’s capital partners have no direct interest in or involvement with our investment management, which eliminates many of the conflicts of interest found at traditional brokerage firms.

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320 Family Farm Road
Woodside, CA 94062

Office: (650) 433-3551
Fax: (650) 644-0154

Mission
Overview
Team
Process

Services
- Areas of Focus
- Dynamic Wealth Management for the Family
- Corporate Executive Services
Equus Reports
Plutonomix Podcast

Legal & Privacy
Web Accessibility Policy

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.

© 2023 Hightower Advisors. All Rights Reserved.
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