Our team is comprised of experienced, industry-recognized financial service professionals with a diverse set of strengths, specialties and perspectives. We collaborate on investment decisions and hold regular meetings to review current client portfolios, discuss new investment opportunities, and analyze risks based on current economic and market assumptions. We frequently engage portfolio managers, market strategists and economists to further diversify and balance our insights.
We believe the true value of wealth lies in the experiences it enables. So go ahead and enjoy today—we’ll help you plan and prepare for tomorrow.
HighTower Bethesda helps clients optimize their wealth, protect their hard-earned legacies and pursue their passions. We help you build a plan that combines strategies that focus on your objectives with thoughtful guidance along your most direct path to success. It’s your wealth, we help enhance with personalized consultation, robust investment knowledge and a focus on you and your goals.