Our Wealth Team is Fully Committed to Helping You
The wealth planning, investment and client service professionals on our team provide a broad range of subject matter experience, including financial and tax planning, asset allocation and portfolio management, trust and estate planning, and concentrated stock and liability management. Our team includes CERTIFIED FINANCIAL PLANNER® professionals as well as a Certified Investment Management Analyst. We apply our knowledge, resources, integrity, and commitment daily.
Hightower Advisors
As a practice within Hightower Advisors, one of the country’s largest registered independent advisory firms,* we collaborate daily with a national network of experienced wealth management professionals to share best practices and resources to support our clients. We also benefit from a robust technology platform, institutional-level research and market data, and an evolving suite of financial solutions. As your financial life become increasingly complex, we are positioned to deliver the sophisticated guidance and services needed to help you achieve your goals.
* Hightower ranked second of Barron’s 2023 Top 100 RIA Firms. Website accessed April 15, 2024.
A RELATIONSHIP CENTERED ON YOU
Hightower advisors have something in common - a focus on providing clients with holistic guidance and comprehensive financial planning to help them achieve financial health and their definition of well-th.
A POWERFUL ORGANIZATION
Hightower advisors gain access to a range of resources and competitive pricing that can benefit you. They have more time to focus on your business because we help them run theirs.
A FIDUCIARY APPROACH
Hightower was founded on the belief that clients’ needs come first, and as our fiduciary duty, we act in the client’s best interest. We’re structured so that our goals and yours are aligned.
Explore Our Blog
As your dedicated advisory team, we are committed to providing a daily Morning Roundup of investment news, quarterly Market Commentary, and from time to time, articles on topics that may impact your financial life.
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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