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
While we work closely with every client irrespective of gender, we know from experience that women have unique needs. We take the time to understand the full context of your overall life, make sure your views and opinions are elicited and that you are well-informed before you make any decisions.
Whether single, married, divorced or widowed, the vast majority of women will end up solely responsible for their finances. While 80% of men die married, 80% of women die single. We know you are busy. That’s why we help you efficiently make time to focus on longer-term goals and then collaborate with you to develop an individualized financial plan to address your objectives within your comfort zone. We are a resource to guide you during life and its major transitions such as marriage, children, divorce/loss of spouse, sale of a business, and/or retirement. A long term wealth management plan will help you sustain your lifestyle and gain comfort that you and your family’s financial future is secure.
As a multi-generational firm with decades of experience, we have served women throughout their lives, tapping our experience to offer perspective, guidance and recommendations. Providing highly personalized service and investment solutions tailored to your unique needs is of paramount importance to us. As a boutique firm, we can take the time to understand what you want from an advisor relationship. 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. We work and invest alongside you, aligning our interests with you.
To honor your values 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.
We realize you may want to use your capital to address environmental, social, and/or governance issues. We work closely with you to define your specific parameters, restrictions, and goals, then work to integrate you objectives into customized social responsible accounts.
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.
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 the highest 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 the highest level of integrity.
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
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