HSW Advisors is an independent private wealth management boutique.
We provide strategic insight, sophisticated investment advice and integrated planning and advisory services to a small group of substantial clients. Operating within HighTower--a leading independent advisory firm--we also provide an unobstructed view of global economics and markets.
As seasoned independent fiduciaries, we are legally bound to serve and advise our clients in the most ethical, professional and prudent way. However, the hallmark of how we conduct business is by delivering intimate and superior service and attention to each client.
HSW Advisors' eleven-person multi-disciplinary team collectively manages over $1.5 billion in assets for approximately 80 clients. Our clients are CEO’s and founders of public and private companies, entrepreneurs in industries such as food and beverage, financial services, information technology and real estate, professional entertainers and athletes, as well as not-for-profit organizations.We also serve families,foundations, endowments, unions and pension plans.
Effective relationships between investors and advisors are built on trust. That trust is grounded in a commitment by advisors to act solely in client's best interests.
Hiring an experienced team that integrates tax, estate, financial and philanthropic planning with sophisticated investment consulting is more efficient and is what our clients want and expect today.