Client First
Sharing Our Story
Hightower is an elite community of independent-minded financial advisors you can trust. All Hightower advisors are fiduciaries, meaning they have a legal obligation to act in the client’s best interests. Our advisors provide financial advice with a soul, getting to know the families they serve in order to help build better lifestyles, achieve specific goals and create long-term stewards of wealth. By combining radical transparency, integrity and sophistication, we are reshaping the financial services industry from the inside out.
You have a personal, individual definition of wealth, based on your beliefs, circumstances and goals. That’s why Hightower advisory businesses tailor solutions to meet each client’s needs.
In addition to our personalized approach, we leverage the collective wisdom, experiences and specialties of each advisory business—sharing best practices and knowledge to help you live the story you choose.
Hightower's advisors provide wealth management services for clients with specific situations, including:
Additionally, Hightower advisors utilize their access to a community for insights, best practices and solutions for a range of client objectives, including:
401(K)/Retirement Planning
Estate Planning
Philanthropic Giving
Business Succession Planning
Family Office Services
Tax Planning
Investment Management
Financial Planning
Trust Needs and Implementation
Liquidity Events
Investment Banking
Wealth Management
Corporate Planning Services
Multi-generational Wealth Planning
At Hightower, we believe wealth is about more than money – it's about freedom, security, philanthropy, legacy, and balance. We look forward to helping you achieve your definition of wealth.
We understand that wealth is about more than money — it’s about freedom, security, philanthropy, legacy and balance. It’s about collaborative partnerships in which advisory businesses are empowered to do what they do best.
The relationship we have with our clients is like the relationship between a doctor and a patient, or a lawyer and a client — the client’s best interests always come first.
We are committed to a fiduciary relationship with our clients. This means that our sole legal responsibility and duty is to advise our clients and provide guidance for their investments and other wealth management needs. We do not have an obligation to sell house products, and we exercise full autonomy over our businesses.
Our business generates revenue through financial advice and investment guidance. We do not engage in proprietary trading, and our balance sheets are not leveraged to create profits from high-risk arbitrage and dubious strategies.
Our advisors offer clients clear, transparent fee structures that are reflective of market driven prices. Our advisors choose products based on clients’ needs and best interests; they are not influenced by commissions, placement fees, or any economic incentives.
At Hightower we believe that to build and maintain trust, we must conduct every element of our business according to high standards of integrity. We are committed to doing the right thing every day for our clients and setting aside sources of revenue that do not benefit or align with our clients’ interests and financial goals.
Because we do not sell or manufacture financial products, our advisors are less restricted in terms of investment providers than those who work for large brokerage firms. As a result, our clients often have access to products not available to traditional brokers.
Our clients’ assets are safely held by strong, third-party custodians, such as Fidelity Investments, Charles Schwab & Co., Inc., Pershing and TD Ameritrade. We work with reliable, secure and independent firms like these based on rigorous due diligence and high standards of operational excellence, security and service. Hightower is not bound to in-house or custodial relationships; we select custodians based on our clients’ wealth management needs, goals and interests.
Our team of advisors are members of an exclusive community of experienced financial advisors who openly share best practices, experiences, strategies, intellectual property and ideas. Our clients benefit from the sophisticated investment knowledge of this community because it enables us to bring them multiple perspectives and insights from other independent-minded, fiduciary financial professionals.
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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
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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