Our Areas of Focus

Your wealth is more than accumulated assets—it’s your past, your future, your legacy. It is your business. We are committed to help protect, preserve and enhance what you value most.

Individuals and Families

At HighTower Bethesda, we work with you and your family to develop a personalized plan that helps position you for future success and to maintain your current lifestyle without sacrificing the attainability of your long-term objectives. From wealth transfer and educating the next generation, to retirement planning and new business ventures, we focus on optimizing your wealth to help you pursue your dreams.

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Entrepreneurs & Business Owners

Building a business is no small feat—you deserve confidence in the security of your legacy. Our team helps business owners and entrepreneurs grow their wealth and plan for their businesses’ future through consultation, personalized investment solutions and long-term planning.
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Our advisors specialize in investment and money management for institutions, including foundations and endowments. Our thorough, consultative process enables us to build goals-based strategies for our clients, backed with our ongoing support, monitoring and educational resources.
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