Establish Objectives
From the start, we strive to see and understand your vision as clearly as you do. To accomplish this, we meet with you and your family (if you choose). By listening carefully, we develop an accurate picture of your current financial life. We ask questions, sometimes tough ones, to help you articulate and define where you see yourself and your family 5, 10, even 15 years from now. We work to establish your time horizon, risk tolerance, liquidity needs, and goals.
Set Strategies
Once your objectives are clear, we suggest a customized wealth management strategy designed to help you meet them. Your strategy’s goal will be to strike a balance between expected performance, risk management, wealth preservation and long-term goals. If you come to us with a portfolio, we’ll evaluate your positions, weighing their performance and outlook against defined goals.
Implement Strategies
We have the flexibility to recommend strategies from a variety of investment platforms, and we’ll suggest the ones most suitable for you. We also have access to a wide array of third-party providers, researched and monitored using the global resources of Hightower.
Review Progress
Performance monitoring helps track progress and manage your finances. While this process is regular, we also meet periodically with you to review progress. Our reviews are designed to reexamine your portfolio in light of what may be occurring with your financial objectives, then make any necessary strategic adjustments. In addition, we can be in contact with you frequently via e-mail or telephone.
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
© 2025 Hightower Advisors. All Rights Reserved.