Honest, Hard-working and Family-oriented

At HighTower Omaha, we help you reach for your aspirations, plan for the future and pursue your lifelong goals. Founded upon the core values of honesty, effort and strong sense of family, we create comprehensive, personalized wealth management and investment strategies for successful individuals, families, business owners and corporate executives.

Customized Solutions

Because we believe that truly successful wealth management strategies are those that are tailored to each individual, our team creates a custom investment strategy based on your interests, risk tolerance, current needs and future aspirations. Our comprehensive approach helps you prepare for the future, preserve your current lifestyle and celebrate your success and achievement.
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Personalized Service

Our team is dedicated to providing an exemplary wealth management experience, marked by responsiveness, knowledgeable advice, individual consultation and one-on-one investor education. We offer valuable support services, including: 
• Creating net worth/balance sheet statements 
• Spending & budgeting plans 
• Debt analysis & management 
• Social Security analysis 
• Bill pay 
• Investment research 
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The Fiduciary Standard

We serve our clients, their families and their businesses as fiduciaries. A fiduciary is 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. Your interests should be first and held in the highest regard. Our focus is on putting our clients’ needs at the center of our business to restore trust in the financial services industry. We are not beholden to sales agendas or proprietary products—rather, HighTower gives us access to quality investment solutions from a host of top firms and service providers. Our model enables our clients to benefit from competitive pricing, as well as a diverse selection of sophisticated products and services.
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