Owning and managing a business is an enormous endeavor. It can be challenging to stay on top of the daily needs of the business, while trying to plan long-term. You need a wealth advisor that understands what it means to run a business and can provide you with custom strategies and solutions designed to help maximize your profitability, reduce your tax exposure, and protect your investment.
At Hightower Naples, we are experienced in all stages of starting, managing, and selling a business. With a thorough understanding of a business’s life cycle, we can help you make the most of your capital investment now, and help you prepare for future succession.
Business owners need to balance what’s best for your business with your own financial security. Through our Wealth Compendium®, we help business owners and entrepreneurs work through the 13 wealth planning essentials to create a practical plan to nurture and help preserve your wealth.
Retirement Planning
Cash Flow Planning
Education Planning
Tax Strategies
Private Financial Planning
Investment Strategies
Liquidity Management
Alternative Investments
Asset Allocation
Estate Planning Guidance
Personal Trust Services
Life Coach & Guidance
Family Meetings
Travel Planning
Public Relations
Media Training
Personal Security
Bill Payment Services
Philanthropic Giving
Donor Advised Funds
Private Family Foundation
Charitable Trusts
9045 Strada Stell Ct
Suite 303
Naples, FL 34109
Office: (239) 330-3040
Fax: (239) 236-1610
Toll free: (888) 780-9777
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HTA Client Relationship Summary
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