HighTower Palm Desert
HighTower Palm Desert offers knowledgeable advice and service.
- We have provided financial advice and wealth management services for more than 40 years.
- We advise clients who typically have $3,000,000 or more of investable assets while acting as their Personal Chief Financial Officer.
- We have extensive experience assisting our high-net-worth clients with concentrated stock strategies, retirement and estate-planning issues, private money management, and alternative investments.
- Our clientele is comprised of affluent families, corporate executives, large non-profit organizations and successful business owners who value our comprehensive planning approach.
The challenges you face are common to individuals and families who have substantial wealth and complex financial lives. By focusing on clients with substantial wealth, we continually see similar situations with respect to:
- Concentrated stock positions
- Estate planning
- Retirement planning
- Tax minimization
- Company stock options
- Access to Alternative Investments
- Business succession planning
- Portfolio Hedging Strategies
- Currency and Commodity Strategies
- Corporate and personal lending solutions
Our team concentrates on your financial, investment, and estate-planning needs by helping you develop strategies to manage your personal and/or business finances.
We stress a disciplined, long-term approach to investing and emphasize financial planning to help you determine your financial needs and risk tolerance.
Our service commitment - The Ultimate Client Experience
We provide quality service to our clients. Portfolio performance and client satisfaction are our primary objectives. To reach this goal, we will:
- Deliver 12 reviews of your portfolio’s performance during the year.
- Conduct at least 4 formal quarterly reviews.
- 2 face-to-face portfolio reviews.