About Hightower LakeWater
At Hightower LakeWater, we understand that our clients are entrusting us with more than assets — they’re entrusting us with their future. We take this responsibility very seriously.
Hightower LakeWater specializes in personalized financial consultation and asset management strategies to successful individuals and families, business owners and foundations.
With a long, successful background at large-scale institutional asset management and investment banking firms, Hightower LakeWater’s principals founded the firm to provide our high-net-worth clients with sophisticated, holistic solutions and resources.
Our team leverages our experience and skill in portfolio management, risk management and asset allocation to create customized solutions that reflect your long-term goals and short-term needs.
Services
Hightower LakeWater delivers comprehensive wealth management services to grow and protect your wealth. Our mission is to provide thoughtful guidance, robust investment knowledge, and financial strategies to help all of our clients achieve their long-term objectives.
INDIVIDUALS & FAMILIES
High-touch family office services that allow you more time to enjoy your success.
BUSINESS OWNERS
Resources and advice for every stage of the business lifecycle, from inception to exit.
FOUNDATIONS & ENDOWMENTS
Investment management that aligns with your organization’s goals and values.
The Hightower Advantage
Hightower LakeWater is affiliated with Hightower Advisors, a Registered Investment Advisor firm that has established a community of advisors across the country. The Hightower model enables us to provide our clients with boutique, personalized wealth management services, as well as sophisticated products and solutions. As a Hightower partner firm, we have access to institutional-level investment services and business owner solutions, as well as the Hightower Trust Company that provides corporate and administrative personal trust services to support our clients’ holistic planning and wealth-transfer needs across generations. At the core of Hightower’s business model are fiduciary principles to operate in our clients’ best interests and avoid conflicts.
Learn More About Hightower LakeWater
Legal & Privacy
Web Accessibility Policy
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
Hightower Advisors, LLC is a SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Some investment professionals may also be registered with Hightower Securities, LLC and offer securities through Hightower Securities, LLC, member FINRA/SIPC. You can check the background of our firm and investment professionals on brokercheck.finra.org. Unless otherwise indicated relative to a specific award or ranking, Hightower Advisors, LLC does not pay a fee to be considered for any ranking or recognition, but may have paid to publicize rankings obtained and disseminated prior to 11.4.2022. All awards / rankings / ratings obtained and distributed on or after 11.4.2022 will be accompanied by specific disclosure as applicable.
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