We provide families and institutions with investment consulting, custom advice and personalized service. We serve our clients as trusted advisors, creating and implementing strategies that help you pursue your goals and preserve your legacy. We are committed to upholding high standards of quality, as well as values of integrity and transparency.
Our relationships typically span many branches of the family tree. A majority of the assets we manage belong to families of which at least two generations are clients. Many assets we manage belong to families whose relationships with our team are three or four generations deep.
Each member of our team has one or more specialties in which he or she is the resident expert, and we all know who excels in what discipline. The structure allows us to focus on our strengths and interests while providing our clients with the knowledge and expertise to address many financial challenges.
Our deeply held principles and beliefs serve as the foundation of our work with Morse, Towey, White & Hoffman at Hightower. In addition to delivering thoughtful counsel and financial solutions to our clients, we are all committed to giving back to our communities. Whether it’s volunteering with a charity, mentoring students, or serving on the board of a philanthropic organization, we bring the dedication and care with which we treat our clients to a variety of causes and endeavors.
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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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