Wealth Compendium

We review and discuss each of these essentials with you and your family and make recommendations where gaps or shortfalls arise. When our review is complete and the recommended changes have been implemented, we will create your Wealth Compendium.

The Hightower Naples Wealth Compendium is a proprietary wealth integration portal that the families we serve have access to anytime, anywhere. It helps empower our clients to feel a sense of control, knowledge, and security about their finances. Our clients can also access their wealth plan through our secure client portal.

With the Wealth Compendium, clients can:

• Review and understand each component of their wealth plan and how they fit into their entire wealth planning picture.

• Easily access important documents when needed, anywhere in the world.

• Share with their family/children and other professional advisors when wealth planning questions or needs arise – or for family education and meetings.