HighTower Boca Raton is YOUR independent-minded financial advisor, laser focused on your unique needs and objectives. We are fiduciary advisors. We don’t just tell you we put your best interests first, we have a legal obligation to do so.

 

 

 


HighTower Boca Raton

We deliver individualized, comprehensive solutions -- not Wall Street packaged products or one-size-fits-all model portfolios. We create a portfolio that is only for you. The more you choose to share with us, the more customized and relevant our advice will be.

 

 

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Financial Planning Process

Our entire financial planning process is very evolved, it is extremely engaged with our clients and their families and what it is that they’re looking to achieve.

 

As a first step we will do a deep down analysis of who you are, what your goals are and what your objectives are. We will then create an individually catered financial plan that is only for you. Because your life, goals, and circumstances are dynamic, we make sure your financial plan and the wide-ranging services we offer are too.

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HighTower Boca Raton Services

Financial Planning

Investment Management

Trust & Estate Planning

Insurance & Risk Protection Strategies

Family Office Services

Executive Compensation and Benefits

Business Owner Advisory

Family Wealth and Legacy Planning

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HighTower Boca Raton Clients

We understand what makes an individual an individual, and take your unique needs to heart. For more than two decades our wealth advisors have specialized in financial planning for

 

Individuals & Families

Professionals & Entrepreneurs

Athletes & Entertainers

Multi-Generational Families

 

We love what we do and who we do it for.

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