Our Services

Our Advisors

HighTower advisors are distinguished by their commitment to delivering thoughtful, transparent financial advice and acting with clients’ interests at the forefront of all that they do. Our experienced advisors leverage HighTower’s robust technology and services platform to meet the evolving needs of sophisticated investors, and they are recognized among the top financial advisors and wealth managers in the country.

No one at HighTower makes money selling in-house products to clients. Instead, our model offers elite advisors the resources, comprehensive support and the depth of knowledge to focus on their clients’ aspirations and financial well-being.

Learn more about how HighTower advisors are managing wealth to a higher standard.

Services & Areas of Focus

HighTower advisors are often recognized for their deep investment knowledge and wealth management experience. Most HighTower advisory practices feature services that focus on three core disciplines: Wealth Management, Financial Planning and Institutional Consulting.

Wealth Management

HighTower advisors develop personalized wealth and investment management strategies that focus on supporting clients’ needs and long-term goals. Our advisors are committed to transparency, creating a client-centered experience, and proactively monitoring the complex and evolving investment environment. Services include:

  • Estate Planning
  • Family Office Services
  • Income Planning
  • Investment Management
  • Multi-Generational Wealth Planning
  • Trust Needs & Implementation
  • Wealth Preservation Strategies

Financial Planning

HighTower advisors help clients pave a path to financial security and success with customized financial plans, asset allocation strategies, and ongoing monitoring, management and analysis. They harness the power of Wall Street to give clients access to a wide-range of investment opportunities and options that support their defined, long-term goals. Services include:

  • Asset Allocation
  • Business Succession Planning
  • Cash Management 
  • Philanthropic Giving
  • Portfolio Design & Implementation
  • Retirement Planning
  • Tax Planning

Institutional Consulting

Many HighTower advisors work with for-profit corporations and non-profit organizations to craft investment and cash management solutions. From growing businesses and established corporations, to endowments and family foundations, HighTower advisors help executives and trustees support the distinct needs of their organizations. Services include:

  • Corporate Planning Services
  • Investment Policy Statements
  • Liquidity Events
  • Manager Research
  • Performance Monitoring
  • Portfolio Design & Management
  • Risk Management
  • Spending Policy Statements

Additionally, many HighTower advisors provide specialized wealth management services for clients with specific and uncommon needs.

Get in touch with a HighTower advisor to learn more.