Once you’ve finished the discovery part of HighTower Great Lake’s wealth management process, it’s time to dive into planning. In part two of his mini-series, Tim Scannell gives you an exclusive preview of how the wealth management process unfolds across the next four meetings. This is your chance to explore the process and find out […]
When I’m not working, one of the things I enjoy is fishing – partially because there are usually no cellphones on the river and no internet on the boat. But there is a lot of preparation before I even get to the river. One of my favorite memories is of fishing on the Yampa River […]
I have always been interested in what makes businesses successful, and I love watching business owners grow their ventures. It’s so rewarding to help them maximize their potential. Some are first, second, and even third generation business owners, and it’s intriguing to help navigate those changes. I like to help prepare business owners for an […]
Hightower Great Lakes empowers clients to live their best lives. We help you navigate your journey to a secure financial future and help guide you as you overcome challenges to your financial goals. I love to fish and use the metaphor of looking downstream to view the impact of your wealth and its meaning to […]
Many extremely wealthy people have a much better handle than others on a key concept of success: the long game. The long game means having a concrete vision of your ideal future down the road—years or even decades from now—and taking specific, carefully considered action steps at every stage along the way to maximize […]
Reclaim your time and energy to live your best life Each of us has just 168 hours per week to accomplish our tasks and goals—at work, at home and out in the world. If you feel like you spend too much of that time on things that don’t add value to your life, you’re not […]
There is a common misconception that estate planning is something only the affluent need to do before they die. However, estate planning is important for everyone, regardless of income level or net worth. Planning for the disposition of assets upon your death can provide benefits to all the parties involved. The greatest benefit may be […]
Have you ever wondered how estate planning might fit into your overall, future plans? Even if you are just starting to build your estate and do not need complex estate planning, here’s a quick look at some steps you should consider taking immediately to protect your family and to reduce potential expenses in the event […]
Do you know how to prepare for the successful transition of family wealth? You’re about to find out. In today’s episode, Tim Scannell discusses a powerful tool that helps families pass on their legacy to their heirs—family meetings. Here’s what you’ll learn about in today’s episode: The primary goals of multi-generational […]
When exiting your business, it can be difficult to anticipate what to expect when dealing with potential buyers. Luckily, Tim Scannell is here to help! In part three of his mini-series on navigating the selling of your business, Tim helps you prepare to enter the marketplace and present your business to potential buyers. […]
HighTower Great Lakes is registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC.
This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors.
All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. The team and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice.
This document was created for informational purposes only; the opinions expressed are solely those of the team and do not represent those of HighTower Advisors, LLC, or any of its affiliates.
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