FIDUCIARY
Your interests come before ours.
We serve you, your family and your organization as fiduciaries. A fiduciary is an individual in whom another has placed the utmost trust and confidence to manage and protect property or money. It is a relationship in which one person has an obligation to act for another’s benefit. This means that the discipline of putting your interests first and providing objective advice and solutions is more than just a worthy ambition; it is our duty.
TRANSPARENCY
Fees, terms and investment objectives are made clear and concise.
At Hightower LakeWater, we believe knowledge is power, and honest communication is the foundation of enduring relationships. We know that you’re entrusting us with more than just wealth—which is why we offer you transparent guidance rooted in a deep understanding of your needs and values.
SOPHISTICATION
Asset management services designed to help fulfill the complex needs of our clients.
Having managed money for the some of the most demanding institutions and families, our team has demonstrated success in both large and boutique asset management firms. Our skill, judgment and experience guide us as we serve as your trusted professional advisors, creating and implementing personalized strategies that help you preserve your legacy, maintain your lifestyle and pursue your goals.
MODERN ARCHITECTURE
Your assets are held at strong, third-party custodians. You have real-time transparency.
As a boutique practice supported by an independent paradigm, we use respected outside partners (such as Charles Schwab and Fidelity) to safekeep your assets. At Hightower, we have access to sophisticated reporting tools with easy, secure access for you and family’s trusted advisors to view your wealth, as and when you need it, even if you have other wealth management accounts. This facilitates our ability to work with you to create a holistic plan for your future.
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
Securities offered through Hightower Securities, LLC, Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment adviser. brokercheck.finra.org
© 2024 Hightower Advisors. All Rights Reserved.