Your Wealth Managed to a Fiduciary Standard
Fiduciary
Our clients enjoy the confidence of knowing that serving your interests is more than a line in our mission statement – it is our fiduciary duty. As a Fiduciary we are committed to avoiding conflicts of interest, offering objective and personalized investment solutions, and conducting continuing reviews to help ensure all fiduciary principles are being observed.
Holistic
With an average experience of over 25 years, we pride ourselves on taking a holistic approach with rigorous analysis and a strong focus on client service to manage your wealth with direction, purpose and professionalism. We work with you to explore your values, financial goals, key relationships, family dynamics, and risk tolerance to create a structured road map of your financial future.
Transparency
Our sophisticated technology and flexible infrastructure support the work that we do on behalf of our clients. Our transparent approach reflects our commitment to client service and care. We use an investment process that is fully supported by our own independent research, due diligence and investment decision-making.
Partnership
We work in harmony with your professional team, collaborating closely with your CPA, Attorney, and other key advisors.
Risk Management
We help our clients consider financial capital, physical capital, and human capital. While we cannot predict the future, we can help plan for the unexpected and devote time and energy to capital preservation strategies.
440 Mamaroneck Avenue
Suite 506
Harrison, NY 10528
Office: (914) 825-8630
Fax: (914) 777-1751
Toll free: (888) 337-3230
Legal & Privacy
Web Accessibility Policy
Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary
Securities offered through Hightower Securities, LLC, Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment adviser. brokercheck.finra.org
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