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.

SETTING A HIGHER STANDARD FOR YOU

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440 Mamaroneck Avenue
Suite 506
Harrison, NY 10528

Office: (914) 825-8630
Fax: (914) 777-1751
Toll free: (888) 337-3230

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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