Each advisor’s experiences, specialties and the talents of our supporting team members position HighTower Bethesda to help individuals, families, small business owners and institutions optimize their wealth to help achieve their long-term objectives.
We are proud to have been named to Forbes’ 2018 Top Wealth Advisors List, ranked #5 in Maryland on the Forbes’ 2018 Best-In-State Wealth Advisors List and #7 in Maryland for Barron’s Top 1200 State by State Advisors List. While our team has been honored with industry recognitions and awards for its financial acumen and wealth management success, excellence in client service is the hallmark of our practice. Our approach to wealth management involves developing deep, personal relationships with our clients to better understand their needs. We pride ourselves on our attention to detail and providing service that transcends wealth management and fosters client confidence in their financial lives.
We proudly serve the greater Washington, DC area including Bethesda, Potomac, Rockville and Chevy Chase.