Wealth Management

We provide comprehensive wealth management solutions to meet your individual needs.

Wealth & Retirement Planning

Multi-Generational Planning

Pre-Liquidity Planning

Tax Planning

Trust & Estate Planning

Charitable Gift Planning

Mortgages, Lines of Credit & Portfolio Lending

Private & Public Investment Solutions

Proprietary US Equity Management

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Fischer Stralem - Estate Trusts


A Guide to Planning


Fischer Stralem - Exiting Your Business


Essential Considerations


Working With You

We know that you have unique spending, savings, charitable, retirement and legacy goals. That’s why we get to know you. Once we understand your goals, as well as your tolerance for risk, we work closely with you, your family, and your tax and legal advisers to help you reach your objectives within your comfort zone.

Disciplined Approach

For the past 50 years, we have followed a disciplined approach based on the idea of growing and guarding wealth. This approach balances growth and protection of capital within your risk framework. It’s based on the philosophy that when it comes to building sustainable wealth, the impact of preserving capital in falling markets can far outstrip the importance of outperforming in rising ones. It drives the asset allocation discipline that helps you maintain a long-term outlook and forgo Wall Street fads.

Boutique Firm

We pride ourselves on providing highly personalized service and investment solutions tailored to your unique needs. As a multi-generational firm, we understand the specific challenges you face and tap our experience to offer perspective and recommendations so you can make informed decisions. We work and invest alongside you, aligning our interests with yours. And we stay connected, talking and meeting with you regularly to answer questions, update you on performance, stay informed of changes in your life and collaborate on strategy.

Planning and Investing

Using sophisticated wealth planning tools, we work with you to develop a wealth management plan testing different asset allocations, spending/savings plans, retirement and legacy scenarios. We then implement the plan using our investment platform which provides access to proprietary and third party investments selected by our research team. We work closely with your accountants, estate planning attorneys and other advisers to understand and incorporate your tax position and estate planning goals.

Impact Investing

We realize you may want to use your capital to address social, governance and/or environmental issues. We work closely with you to define your specific parameters, restrictions, and goals, then work to integrate your objectives into customized, socially responsible accounts.

Charitable Giving

We help you think through your philanthropic goals while evaluating the tax implications of different charitable giving options such as private foundations, donor advised funds, qualified charitable distributions, and charitable gift annuities.

Financial Organization

We bring rigor, organization and prioritization to your finances using principles we adhere to ourselves. To make your life easier, we reduce the administrative burden of your daily finances by overseeing transfers, wires and charitable contributions. We also monitor your retirement contributions and distributions to help ensure you capture opportunities and comply with regulations on a timely basis.

Robust Operations

The Hightower Advisors Platform provides stringent oversight of every process and execution to maintain discipline and maximize efficiency. Hightower constantly tests its technology to maintain high levels of security and reliability. Hightower implements policies and procedures to protect your security, privacy, and investments. Our Code of Ethics helps ensure that all employees conduct themselves with a high level of integrity.