overview

Customized Portfolio Management . Actionable Strategies . Comprehensive Financial Consulting

Our Value Proposition

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

Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary

Securities offered through Hightower Securities, LLC, Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment adviser. brokercheck.finra.org