Client First

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Westchester Client First - Multigen Family

We understand that wealth is about more than money — it’s about freedom, security, philanthropy, legacy and balance. It’s about collaborative partnerships in which advisors are empowered to do what they do best, help clients achieve their definition of wealth.


The relationship we have with our clients is like the relationship between a doctor and a patient, or a lawyer and a client — the client’s best interests always come first.

We are committed to a fiduciary relationship with our clients. This means that our sole legal responsibility and duty is to advise our clients and provide guidance for their investments and other wealth management needs. We do not have an obligation to sell house products, and we exercise full autonomy over our businesses.

Fee Transparency

Our business generates revenue through financial advice and investment guidance. We do not engage in proprietary trading, and our balance sheets are not leveraged to create profits from high-risk arbitrage and dubious strategies.

Our advisors offer clients clear, transparent fee structures that are reflective of market driven prices. Our advisors choose products based on clients’ needs and best interests; they are not influenced by commissions, placement fees, or any economic incentives.

Aligned Interest

At Hightower Westchester we believe that to build and maintain trust, we must conduct every element of our business according to high standards of integrity. We are committed to doing the right thing every day for our clients and setting aside sources of revenue that do not benefit or align with our clients’ interests and financial goals.

Because we do not sell or manufacture financial products, our advisors are less restricted in terms of investment providers than those who work for large brokerage firms. As a result, our clients often have access to products not available to traditional brokers.

Securely Held Assets

Our clients’ assets are safely held by a strong, third-party custodian, Fidelity Investments. Our decision to work with Fidelity Investments was based on rigorous due diligence and high standards of operational excellence, security and service.

Collaborative Community

The team of advisors at Hightower are members of an exclusive community of experienced financial advisors who openly share best practices, experiences, strategies, intellectual property and ideas. Our clients benefit from the sophisticated investment knowledge of this community because it enables us to bring them multiple perspectives and insights from other independent-minded, fiduciary financial professionals.


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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 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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