We develop custom, goals-based financial planning strategies that focus on retirement, philanthropic and wealth transfer planning, as well as insurance needs.
We work with you to identify areas of investment opportunity, providing ongoing monitoring of investments, and reallocation of assets as appropriate.
We build and manage customized and diversified portfolios with a focus on tax efficiency.
We create both high-level and detailed client portfolio and investment performance reports.
We design retirement strategies with an emphasis on income distribution needs, long-term goals, tax management and charitable giving.
Our team provides ongoing portfolio and investment monitoring to discern, assess and help mitigate risk.
From estate planning to charitable giving, our team consults with your legal and accounting professionals to help create tax-efficient strategies.
We work with clients and their families to create wealth transfer strategies designed to help preserve family values and educate the next generation on financial and investment best practices.
230 Royal Palm Way
Suite 302
Palm Beach, FL 33480
Office: (561) 440-6280
Fax: (561) 828-2853
Toll Free: (888) 254-0994
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Hightower Advisors, LLC is a SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Some investment professionals may also be registered with Hightower Securities, LLC and offer securities through Hightower Securities, LLC, member FINRA/SIPC. You can check the background of our firm and investment professionals on brokercheck.finra.org. Unless otherwise indicated relative to a specific award or ranking, Hightower Advisors, LLC does not pay a fee to be considered for any ranking or recognition, but may have paid to publicize rankings obtained and disseminated prior to 11.4.2022. All awards / rankings / ratings obtained and distributed on or after 11.4.2022 will be accompanied by specific disclosure as applicable.
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