Quite simply, our goal is to act as your family’s personal and trusted Chief Financial Officer.

Hightower Westchester works as a cohesive team, offering each client personal service through the pooled resources of our experienced team of advisors and responsive support staff.

Our Services

Comprehensive Financial Planning

  • Current income needs and projected cash flow requirement

  • Retirement Planning

  • Education Planning

  • Family Legacy Planning

  • Charitable Giving Strategies

  • Life and Estate Planning Insurance Coverage

  • Disability and Long-Term Care Insurance Coverage

  • Business Succession Planning

  • Titling of Assets including qualified retirement accounts and Trusts

  • Coordination with family advisors (CPA, Attorney, Trustees)

Investment Management

  • Creation and supervision of custom portfolios

  • Review of investment objectives and asset allocation

  • Retirement Account Management (401k, 403b, and other defined contribution plan accounts)

  • Ongoing due diligence monitoring of managers and individual investments

  • ESG (Environmental, Social, Governance) and Socially Responsible Investing

  • Portfolio rebalancing and tactical overlay

Reporting Services

  • Comprehensive reporting and portfolio performance monitoring

  • Client Portal – Account Aggregation

  • Online Account Access

Custodial Services

  • Custody of assets with multiple dedicated firms

  • Direct Deposit/Debit Service

  • Automatic Funds Transfer

  • Wire Transfer Services

  • Check Writing

Monitoring Your Wealth – Well-th View Portal

Our Well-th View Portal is a secure, online platform with a single sign-on, offering access to eMoney, Fidelity, and our online Vault for your financial documents. Equipped with industry-leading security to protect financial data, additional benefits of the portal include a single, unified access interface to all of your financial data, direct and transparent collaboration with us, including document sharing and note tracking through the Vault, and a personalized experience designed to provide you with the most relevant insights, information, and updates on your financial journey.

Westchester Well-th View Portal


Contact us to learn more about how we can help you build your legacy

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Hightower Advisors, LLC is a SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Some investment professionals may also be registered with Hightower Securities, LLC and offer securities through Hightower Securities, LLC, member FINRA/SIPC. You can check the background of our firm and investment professionals on brokercheck.finra.org. Unless otherwise indicated relative to a specific award or ranking, Hightower Advisors, LLC does not pay a fee to be considered for any ranking or recognition, but may have paid to publicize rankings obtained and disseminated prior to 11.4.2022. All awards / rankings / ratings obtained and distributed on or after 11.4.2022 will be accompanied by specific disclosure as applicable.

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