Entrepreneurs and Business Owners

Wealth Management for Entrepreneurs & Business Owners

You’ve built your business on values of hard work and integrity. Owning a business is not a pursuit for the faint of heart—it demands time, dedication and sacrifice. At HighTower Bethesda, we know that your business is your legacy—let us help you protect and enhance it.

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

Wealth Management

We create diversified portfolios with asset allocations that are tailored to your needs. We strive to bring you enhanced value, security and the confidence that your investments are helping you reach your professional and personal financial goals without compromising your values.

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Financial & Exit Planning

We offer consultative services to help you support your business’s financial future. Whether you’re seeking to grow your top line, add new employees or transition your business, we help you make sustainable financial decisions that align with your long-term goals and requirements.

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The Fruits of Your Labor

You’ve dedicated your life to building your business. At HighTower Bethesda, we believe that you deserve to enjoy the result of your tenacity and passion. Like you, we’re dedicated to building something extraordinary—that’s why we help you manage your wealth so that you can pursue your goals and enjoy your present lifestyle.

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Our Services Include



    Exit/business planning
    Insurance - disability insurance, whole life insurance & annuities
    Philanthropic consulting & legacy planning Budgeting
    Tax planning strategies    
    College savings planning
    Estate & wealth transfer (trust & wills)
    Introductions to a trusted advisory network for mortgage/real estate, accounting & legal needs
    Financial & retirement planning - cash flow reporting/maximizing the pension


    Investment consulting
    Portfolio & asset allocation strategy
    Risk mitigation analysis
    Custodial options