We Believe That Getting To Know Our Clients Is The First Order Of Business.


Wealth Management

With over 80 years of combined experience, our most deeply held principle is a commitment to put clients first, and our team is proud to be a part of this commitment. To help you build your financial objectives and your wealth, we first listen to your personal goals, and then offer effective approaches to help achieve them.


Areas of Focus

At HighTower Fort Myers we have an unobstructed view in which we provide clients with portfolio and wealth management services. Solutions are carefully chosen with you in mind. We have access to major capital markets and trading desks on Wall Street, as well as various lenders and trust companies. 


Our strength lies in helping affluent clients address their comprehensive wealth management needs through tailored plans that lead to action. We monitor and make adjustments regularly based on economic cycles and life events.  


Financial Planning

assets

Investment Management

Retirement Planning

Estate Planning

Tax Planning

Liability Management


fi-du-cia-ry ( |n| or |adj| )

fi-du-cia-ry ( |n| or |adj| ): An individual in whom another has placed the utmost trust and confidence to manage and protect property or money. The relationship wherein one person has an obligation to act for another's
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We Are Fiduciaries

We are fiduciaries and must adhere to a Fiduciary Standard – the highest standard in the financial services industry. We have a legal obligation not to subordinate clients' interests to our own. We act in your best interest and must set aside personal motives and avoid conflicts of interest, in favor of pursuing the best solution to your unique situation.  Included in the Fiduciary Standard are the duties of loyalty and care.  

We Are Fiduciaries.

Legally Bound To Put Our Client's Interests First.
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