We work with each of our clients to clarify their personal financial goals for themselves and their families. By intimately learning our clients’ history, philosophy and perspectives, we create a personalized financial plan that is tailored to their unique levels of risk tolerance and cash flow requirements.
Our team provides objective investment advice. We take an in-depth, analytical approach in screening investments, creating customized portfolios and providing macro-economic, financial and investment advice.
All of our portfolios are developed as a function of our clients’ specific goals and risk tolerances. We take a long-term, preservation focused, investment approach coupled with sensitivity to clients’ liquidity and cash flow needs.
We believe the measure of investment success is not necessarily what you make, but rather what you keep. With this in mind, we employ active tax optimization techniques in the management of client portfolios.
We specialize in advising C-level executives on the complex financial situations they face such as restricted stock and option based compensation, non-qualified deferred compensation, cash management, and shareholder optics surrounding divestitures.
For many wealthy families the preservation of family values is as important as the preservation of its wealth. We assist clients in developing a family mission statement and next generation financial education.
We work intimately with individuals, their families and advisors to design the most appropriate wealth transfer strategies.
We conceptualize and help create philanthropic strategy for our clients, including the establishment of private foundations, charitable remainder trusts, and donor-advised funds and trusts.
As successful investors, our clients face a myriad of risks not necessarily directly related to their investment portfolio. We work with each family to identify and minimize exposures that may adversely impact their financial plans.
We work to offer tailored cash management services, payment services and lending solutions to enhance our client’s liquidity and flexibility.
Our customized reports range from high-level summaries, which can incorporate outside assets, to detailed quantitative analysis of individual investments.
We offer our clients access to the Hightower Client Portal, which provides a secure repository for your important financial documents. Additionally, our clients enjoy complementary enrollment in industry leading identity theft protection services.
12680 HIGH BLUFF DRIVE
SUITE 450
SAN DIEGO CA 92130
(858) 356-6340
Legal & Privacy
Web Accessibility Policy
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.
© 2024 Hightower Advisors. All Rights Reserved.