What We Do

2:41
published on Mar 24, 2015

HighTower Bellevue has operated since 1985 with a simple commitment – to better serve our clients.  
HighTower Bellevue is an independent-minded boutique practice with institutional strength.  Our company was founded by Larry (Lars) Knudsen as Financial Security Group in 1985.  Through the years, this initial company has changed its name and ownership structure, but never lost its passion for independence, fiduciary standards and  representing the best interests of our clients.  
We provide a wealth stewardship process that strives to create meaningful solutions that align your vision, values and wealth to help you achieve your goals.

Challenges of Wealth


Stress from Financial Complexities

Challenges
of Creating a Legacy

Fear of Loss

Unintended Consequences

Challenges
of Creating a Legacy

A common fear that most high net worth individuals have is that their life’s work and accomplishments will not make a positive difference for their heirs and the world. They wish to create a legacy that reflects their values.

Unintended Consequences

Many individuals who accumulate wealth do not fully utilize their resources due to the fear of their wealth running out. Additional worries can also be generated around children and grandchildren and how they will handle their responsibilities relating to wealth in future generations. This is a reasonable concern. A high percentage of families that successfully maintain their wealth have internal problems created by that wealth, rather than the increased opportunity they had hoped for.


Our Fiduciary Commitment

bellevue-overview-fiduciary

A fiduciary is an investment professional or financial advisor who is legally required to act solely in the interests of their clients. By law, their advice and recommendations must align with a client’s specific objectives, timeframe and risk tolerance. We are fiduciaries, and must adhere to a Fiduciary Standard – the highest standard in the financial services industry. We have a legal obligation not to subordinate clients’ interests to our own. We act in your best interest and must set aside personal motives and avoid conflict of interest, in favor of pursuing the best solution to your unique situation. Included in the fiduciary standard are the duties of loyalty and care – for our clients’ only. We are fiduciaries. Legally bound to put our clients’ interests first.


Awards & Accolades

(Click publication name for further details)