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.


The Difference

Advantages of Our Team

Collaboration

HighTower Westchester works as a cohesive team, offering each client exceptional personal service through the pooled resources of our experienced team of advisors and responsive support staff.

Innovation

Through our opportune educational programs and exchange of ideas, our goal is to provide state-of-the-art solutions to our clients, empowering you to navigate complex financial decisions.

Partnership

We work with our clients' outside professional team, collaborating closely with CPAs, Attorneys, and other key advisors.

Risk Management

We help our clients consider financial capital, physical capital, and human capital. While we cannot predict the future, we can help plan for the unexpected and devote adequate time and energy to capital preservation strategies.