Our Services

Holistic Wealth Management

Our team works with individuals and families to create wealth management and financial planning strategies that enable you to devote more attention to your family, business and favorite causes. We are committed to enriching our clients' lives and helping them achieve their long-term financial goals and financial independence.

Financial Planning

We marry sophisticated tools with cohesive advice to help coordinate the decisions, details and prudent actions of wealth management in a way that enables you to pursue your personal dreams, passions and aspirations for the future.
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Tax Strategies

From estate planning to charitable giving, our team focuses on creating tax-efficient investment and wealth management strategies that include tax loss harvesting, low cost basis stock strategies and Roth conversions.
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Business Planning

Our team works with business owners and institutions to build personalized strategies to help you discern the optimal solution for the next phase of your business, including business valuation, succession planning, Buy/Sell agreement and funding, and liquidity and debt management.
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Executive Benefits

We specialize in supporting and servicing the distinct wealth management needs of C-level executives, including deferred compensation, stock options and restricted stock, concentrated stock portfolios and benefits audits.
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Investment Management

Our team develops personalized investment strategies that align with your values, tolerances and long-term objectives. We work with you to discern areas of investment opportunity, providing comprehensive portfolio management, rebalancing and ongoing monitoring and reporting.
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Risk Management

Our team regularly assesses your portfolio, the markets and investments to discern and help mitigate risk. We also offer life and disability insurance assessments, long-term care options and asset protection strategies.
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From the establishment of private foundations, to donor-advised funds and charitable trusts, our team develops gifting strategies that help you maximize your giving in a tax-efficient manner.
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Estate Plan Guidance

We help you and your family assess your estate planning needs, review estate documents, incorporate any special needs or considerations, and create tax-efficient estate and wealth transfer strategies that help preserve your legacy and family values.

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Life Transitions

Our team works with you to adjust your financial plan and strategy as your needs evolve throughout your lifetime, including loss through death or divorce, career or location change, retirement or business sale, and caring for parents or other dependents.
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Investment Banking

Through HighTower’s Strategic Advisory Network, we provide clients access to a wide range of investment banking capabilities and lending options.
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