At Hightower Naples, we employ a comprehensive, planning-based approach to meet the specific needs of the families we serve. Our clients include many successful private business owners, professional athletes, and senior executives at leading public companies across the country. Working with a small select group of clients allows us to maintain the intimacy of a boutique advisor practice, while offering the global resources of a large investment firm. Our strengths include:
Performance extends beyond a rate of return. We believe you are the CEO of your wealth, and we act as your CFO, accountable to you. We seek high performance in our client care commitment and hold ourselves to a standard of excellence.
We strive to help clients feel empowered by our wealth planning process. We deliver concrete, clear, intelligent, and rigorously reviewed advice that helps keep you on track to reach your goals.
Our partners bring more than 30 years of individual experience and varied career paths to our client engagements. Our combined experiences, knowledge, skill sets, and strengths provide a powerful catalyst for your success.
Our proprietary planning process is based on 13 essential concerns that need to be addressed as part of a comprehensive wealth plan built around your goals, lifestyle, and legacy.
As a professional athlete, you have complex needs that require specialized financial advice. We seek to empower you to feel in control of your financial future.
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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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Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary
Securities offered through Hightower Securities, LLC, Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment adviser. brokercheck.finra.org
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