facebook icon twitter icon youtube icon linkedin icon instagram icon

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.

REQUEST AN INTRODUCTION

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

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.

© 2024 Hightower Advisors. All Rights Reserved.