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Private Wealth Management


Integrity. Professionalism. Competence.

Investment Management

Customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach.

We offer:

  • Wealth management and preservation
  • Asset allocation and portfolio implementation
  • Alternative investments
  • Tax-efficiency
  • Sustainable and impact investing

Executive Financial Planning

We serve as your personal CFO, making sure you’re receiving the maximum value from your assets and company benefits. We make the complex simple.

We offer:

  • Concentrated stock analysis
  • Stock option optimization
  • 10b5-1 plan design and execution
  • Risk management and hedging strategies
  • Donor-advised funds
  • Securities-backed lending

Trust & Estate Planning, Giving With Impact

Providing the tools you need to guide your loved ones and safeguard your legacy, allowing your wealth to have a direct and lasting impact.

We offer:

  • Multigenerational wealth structuring
  • Wealth transfer tax minimization
  • Asset protection
  • Gifting & legacy planning
  • Trust administration
  • Digital planning tools

Insurance & Annuities

Leveraging our team’s experience, we develop a customized strategy specifically designed to help protect your assets and provide security to your family.

We offer:

  • Life insurance
  • Long-term care insurance
  • Disability insurance
  • Key person/buy-sell protection
  • Principal protection annuities
  • Income for life annuities

Business Owner Solutions

From start up through exit planning, we work with you on strategies to support your evolving needs and help your business thrive.

We offer:

  • Valuation services
  • Shareholder liquidity resources
  • Pre-monetization preparation
  • Transaction execution
  • Post-liquidity planning

Institutional & Corporate Investors

We provide a wide range of products, services, and support to help your business meet the expectations of today’s workforce.

We offer:

  • Employee Financial Wellness Programs
  • Equity Compensation Services
  • Corporate Cash Management
  • Defined Contribution Consulting
  • Deferred Compensation

Discover where life can take you. Let’s set up a time to connect.

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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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