LCK Wealth Management delivers a full suite of private wealth management and financial wellness services with fiduciary accountability inspired by our core values of integrity, objectivity, and transparency. We provide families, business owners, rising professionals and executives with a wide range of financial solutions to help solve their needs. We develop financial plans to help achieve future goals and manage their assets over time with comprehensive reporting and analysis to keep our clients well informed.
LCK Wealth Management is part of an elite community at Hightower. All Hightower advisors are fiduciaries, meaning they have a legal obligation to act in the client’s best interests. They get to know the families they serve to help build better lifestyles, achieve specific goals and create long-term stewards of wealth.
The services, community, and operational support that LCK Wealth Management receives from Hightower allows us to deliver customizable, sophisticated solutions to clients as their needs and situations evolve. Established in 2008, Hightower’s sophisticated platform and growing national presence has attracted some of the industry’s most successful financial advisors.
* Data current as of 12/31/2022
* Data current as of 9/30/2023
Investments: Hightower works with a variety of third-party, high-quality vendors and strategic partners as well as providing access to internally managed solutions. This model enables advisors to develop a custom mix of products and solutions tailored to each client’s needs.
Assets: At Hightower, client assets are safely held by strong, third-party custodians such as Fidelity Investments, Charles Schwab & Co, Inc., and Pershing. We work with reliable, secure, and independent firms like these based on rigorous due diligence and high standards of operational excellence, security, and service.
Technology & Reporting: Hightower leverages secure, high-quality performance reporting tools to build customized wealth management and investment reports. Clients access account information and a consolidated view of their overall net wealth via Hightower’s secure digital Client Portal.
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HTA Client Relationship Summary
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