Our Financial Services

Planning. Implementation. Management.

What We Do

Financial Planning


  • Retirement Planning

  • Cash Management

  • Tax Planning

  • Education Planning

  • Estate Planning

  • Insurance/Protection Planning

  • Intergenerational Asset Strategies

Investment Management


  • Portfolio Management

  • Risk Tolerance Analysis

  • Investment Policy Statements

  • Tax and Cost Basis Reporting

  • Alternative Investment Strategies

  • Investment Monitoring

Additional Services


  • Business Exit Strategies

  • Liquidity Event Planning Strategies

  • Coordination with Key Advisors

  • Liability and Debt Management

  • Next Generation Financial Education

  • Charitable Gift Strategies

  • Financing Solutions

  • Client Portal and Secure Vault

Contact Us

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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.

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