UNLOCK YOUR GROWTH POTENTIAL

Custom Strategies for Business Owners

Build a Sustainable Business Aligned With Your Financial Goals

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.

How We Can Serve You and Your Business

WEALTH MANAGEMENT PLANNING

  • Retirement Planning

  • Cash Flow Planning

  • Education Planning

  • Tax Strategies

ASSET MANAGEMENT

  • Private Financial Planning

  • Investment Strategies

  • Liquidity Management

  • Alternative Investments

  • Asset Allocation

  • Estate Planning Guidance

  • Personal Trust Services

BUSINESS OWNER SERVICES AND SOLUTIONS

  • Life Coach & Guidance

  • Family Meetings

  • Travel Planning

  • Public Relations

  • Media Training

  • Personal Security

  • Bill Payment Services

PHILANTHROPY

  • Philanthropic Giving

  • Donor Advised Funds

  • Private Family Foundation

  • Charitable Trusts

Let's Get Started

Contact us today to take charge of your financial future. We look forward to working with you!

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