Our Fiduciary Commitment

We serve our clients, their families and their businesses 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 a legal 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 some of top firms and service providers. 

With the support of an open, transparent platform and a business philosophy rooted in values of integrity and honesty, we’re able to focus on serving our clients’ needs by building creative strategies that are as personal as they are enduring. Your interests, goals, values and dreams are our priority. 

We take this responsibility—our responsibility to you—very seriously. In fact, it’s the guiding principle of our entire practice.

We proudly serve the greater Washington, DC area including Bethesda, Potomac, Rockville and Chevy Chase.

The Benefits of Bethesda: Your Wealth Managed Your Way

Wealth requires more than smart investing and meticulous planning. We understand that you want your wealth—your legacy—to have an enduring, meaningful impact. At HighTower Bethesda, we unify excellent client service with our professional and personal commitment to enhancing your financial life. From supporting the community through philanthropic pursuits to upholding high standards of integrity, we are dedicated to supporting your financial life and the values that matter most to you.

eMoney Client Portal: An Unobstructed View of Your Financial Life

Developed in partnership with eMoney (a market-leading software provider), HighTower’s Client Portal is a secure, online platform that offers you a comprehensive, customized view of your wealth. Sophisticated features include:

• Industry-leading security to protect financial data
• Secure online vault for financial documents
• Snapshot of assets, monthly spending & budget tracking
• Single sign-on access & mobile application