PREPARE FOR PEAK PERFORMANCE

Tailored Solutions for Executives and Professionals

A Progressive Approach to Financial Management

Corporate executives and professionals can face a broad range of challenges when it comes to your financial life. These challenges can often grow in complexity and sophistication as your career grows. It can be difficult for high performers to find time to manage personal financial matters as your time and attention is focused on work. You need an experienced wealth manager who understands how to manage complex finances and compensation structures.

Hightower Naples offers a suite of services designed to support you, wherever you are on your career journey. Through our Wealth Compendium®, we help busy professionals work through the 13 wealth planning essentials to create a practical plan to help optimize your earnings and help build wealth over the course of your career.

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

PHILANTHROPY

  • Philanthropic Giving

  • Donor Advised Funds

  • Private Family Foundation

  • Charitable Trusts

EXECUTIVE COMPENSATION

  • Restricted Stock

  • Annual Bonuses and Performance Awards

  • Stock Options/SAR Programs

  • Employee Stock Purchase Plans

  • Deferred Compensation Plans

  • Liquidity Events (IPO, M&A)

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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