Seeing Through the Eyes of the Investor

Named #13 Fastest Growing Private Company in America.

We are client-centric. We were built to help you realize your family, personal, and business goals by finding appropriate and effective investment solutions. Your best interest is our guiding principle. At HighTower Westchester, we are holistic Wealth Managers. We want to understand what is important to you and make sure your values are represented in the plans we recommend.

We provide our clients with the type of service and attention to detail that High Net Worth investors desire and deserve.....

Mission Statement

Our commitment is to provide financial knowledge, strategies and peace of mind to our clients. Our goal is to preserve and grow our clients’ capital.

Vision Statement

As holistic wealth managers, we believe that wealth management is about setting your goals and objectives, helping you reach those goals, while helping to minimize the risk of the portfolio.