HIGHTOWER PARTNERSHIPS

Why Partner with Hightower?

Hightower is focused on growth – we’re both fueled and inspired by some of the very best advisory firms in the industry. The strategic investments we make in the firms that embody our community are based on mutual fit, common goals and a shared vision of growing your business your way.

We support our financial advisory firms with:

Marketing

We are strong believers in content-driven marketing that supports the genuine point-of-view of our individual advisory firms. Our award-winning marketing team* can help strategize and execute on an intensive plan; our digital marketing platform offers completely customizable content with clear metrics; our close relationships with advisors ensures our content and voice are on point.

*FCS Portfolio Awards, Website, 2021, FCS Portfolio Awards, Branding, 2022

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CREATING FRESH CONTENT

“I worked with the Hightower marketing liaison almost daily. She told me about upcoming marketing events that I could leverage to invite clients and prospects to. I would tell the Hightower representative about the types of material I needed and, if something didn’t exist, Hightower would work closely with me to create a piece of content expressly to meet my needs. They listen to you and make me feel like I’m part of the team.”

— NICOLE YOUNG, MARKETING COORDINATOR, PRIVATE VISTA

Financial Operations

Payroll, budgeting and billing are likely not the top three reasons many advisors get into this business. Spend your time developing client relationships, building dreams and being a part of well-th stories while our finance and operations teams manage the details of custodian management, accounting and much more.

Hightower Partnerships Quote Image Financial Operations

ASSISTING FINANCIAL FUNCTIONS AT EVERY LEVEL

“A key benefit of becoming a Hightower team has been the assistance of our company’s finance functions. This operates on two levels. First, the firm does all of our external billing, handles our P&L and performs all of the financial accounting that one would expect. In addition, Hightower has a financial team to help us run our team’s internal P&L – to advise us on ways to build out and adhere to our budget, to reduce expenses, improve the bottom line, etc.”

— KEN HOFFMAN, MANAGING DIRECTOR, PARTNER, HWM ADVISORS

Human Resources

Finding the right support is crucial to growing your business; tapping into fresh talent is integral to building a multi-generational firm. Our human resources team can help recruit, interview and hire; we also offer wide-ranging options for training on everything from Hightower systems to how to run an advisor practice.

HT Partner with Us Quote HR

INSPIRING CAREER GROWTH

"We’ve had a long and very successful relationship with the Hightower HR team, who have not only taken a tremendous administrative workload off of our plate, but also worked with us in top notch talent recruitment and management strategies, which is of the utmost importance to enable growth as the landscape of the job market has changed so much of late. They handle everything from benefits to payroll and they are constantly looking for the most robust and competitively priced options so we can continue to be competitive (we even have pet insurance!) They have helped us recruit talent, helped us set up frameworks for personal and career growth for our team members, and truly act as a partner so we can focus on our clients, and our team."

— OMAR QURESHI, MANAGING PARTNER, HIGHTOWER ST. LOUIS

Business Consulting

Our Advisor Engagement and Advisor Adoption teams are the entry point for the myriad value-added services that Hightower offers; they will work with you as a member of your team to help you plan and execute your business goals, understand everything Hightower has to offer, and access a large variety of resources you can bring back to your clients – from estate planning to business ownership.

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WORKING WITH AN ENTREPRENEURIAL SPIRIT

“Yes, of course, it was support on mergers and acquisitions, technology, marketing and operations, but for me, above all else, it was the fact that they were, like us, at the core, entrepreneurs and were willing to roll up their sleeves, work hard and accomplish shared goals. And they weren’t just one size fits all. They weren’t trying to change us. They were trying to help us get better at what they thought was already a pretty successful firm.”

— MICHAEL TUCCI, CEO, CO-FOUNDER, LEXINGTON WEALTH ADVISORS

Regulatory Guidance

Our field supervision and risk teams closely monitor ever-changing guidance from FINRA, the SEC and the world at large to help manage risk for each of our partner firms.

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SUPPORTING COMPLIANCE & LEGAL REQUIREMENTS

"I am very happy with the entire compliance team and how they developed a rapid response to my unique circumstance of sending a note out to clients and prospects daily. I’d add how well they integrate with the marketing team in the review and approval of the quarterly market video."

— Mark Masterson, Managing Partner, Hightower Naples

Hightower Partner Firms

We’re proud to work with so many great wealth management firms.

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That’s just the start…we’d love to talk to you about how we might be a good fit.

CONTACT US TODAY

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