Our Approach

We combine the responsiveness and flexibility of an independent, personal firm with the depth of services and investment acumen of the large wealth management companies. Our team is dedicated to your success, even beyond the protection and preservation of your wealth.

Our team represents a center of service and stability to assist individuals and their families with the stewardship of their wealth. We align ourselves with your needs and goals to preserve and grow your legacy with comprehensive, tailored wealth management strategies.

Let us provide you with a tailored wealth management experience and the confidence that your interests are also ours.

Our Commitment

At HighTower Twickenham, we are unassailably focused on you, your needs and your objectives. We act with the utmost integrity in everything that we do, with straightforward conversations and transparent advice at the core of our offering. We are committed to providing excellent client service and creating enduring strategies to help you optimize your wealth and reach your goals.
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The Fiduciary Standard

We serve our clients and their families as fiduciaries. A fiduciary is an individual in whom another has placed the utmost trust and confidence to manage and protect property or money. It is a relationship in which one person has an obligation to act for another's benefit. We are not beholden to sales agendas or proprietary products—rather, our partnership with HighTower gives us access to quality investment solutions from top firms and service providers. Our model enables our clients to benefit from competitive pricing, as well as a diverse selection of sophisticated products and services.
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For Individuals & Families

Investment Management

Areas of focus include investment consultation, portfolio management, financial planning, cash management & alternative investments.

Tax & Estate Counseling

Wealth transfer strategies, including estate and succession planning, tax summaries & projected income.

Philanthropic Guidance & Charitable Administration

Values-based philanthropic giving strategies, including the implementation of trustee decisions & the distribution and management of charitable funds.

Family Governance

Development of Family Mission Statements that define family values, as well as preserve and grow the family’s wealth efficiently and effectively.

Family Office Services

For Institutions & Business Owners

Corporate Retirement Plans & Executive Benefits

Development and implementation of 401(k) plans, corporate cash management strategies, employee stock options programs & 10b5-1 plans.

Financial Planning for C-Suite Executives

Customized investment strategies and cash management plans; guidance on various special situations such as restricted stock, offshore trusts & currency hedging.

Business Succession Planning

Business liquidity consultation and strategic planning services, including business valuation, wealth management & assistance in the acquisition or sale of a business.