Through discussion and collaboration, The Hausberg Group is committed to delivering our solutions with the highest level of client service.

Our Services

At The Hausberg Group, we offer a broad range of investment advisory and financial planning services to high net worth individuals, families and organizations. As independent advisors, we leverage robust industry research and technology to offer our clients fully transparent access and understanding of our investment process and their current portfolios.

We invite you to learn more about how we partner with our clients and how we can help you.

Fiduciary Duty

We serve our clients, their families and their businesses as fiduciaries. A fiduciary is defined as 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 an obligation to act for another's benefit.

HighTower does not manufacture financial products, and we are not beholden to “sales goals.” On HighTower’s open architecture platform, quality vendors and other strategic partners compete for our business, and by proxy, yours. This model enables us to develop a custom mix of products and solutions per each individual clients’ investment strategy.
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HighTower’s Client Portal

We provide a client portal that offers a holistic view of one’s current and future financial picture. This platform includes features such as: account aggregation, spending and budget tracking, and secure centralized cloud storage, which make it a “one-stop shop” to monitor aspects of your wealth.