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
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
Developed in partnership with eMoney (a market-leading software provider), Hightower’s Client Portal is a secure, online platform that offers you a comprehensive, customized view of your wealth.
Sophisticated features include:
Industry-leading security to protect financial data
Secure online vault for financial documents
Snapshot of assets, monthly spending and budget tracking
Single sign-on access & mobile-friendly
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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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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