As stewards of your wealth and legacy, we provide a breadth of consultative services to help you prepare for your future and guide you through important financial decisions.
We create customized, goals-based financial plans and wealth management solutions aligned with your values and objectives. Our knowledgeable, comprehensive guidance blends diverse, robust market and advisory experience with a deep understanding of your needs.
Family office services
Financial planning
PORTFOLIO CONSTRUCTION AND ASSET ALLOCATION STRATEGY
RETIREMENT PLANNING
Wealth and investment management
Wealth transfer and generational planning
Client assets are custodied at our secure, third-party custodian, Pershing, a subsidiary of Bank of New York Mellon, the oldest continuously operating bank in the United States, with well over $1.9 trillion of client assets.
We choose to work with Pershing based on their excellent reputation and commitment to upholding high standards of client service, regulatory compliance and quality.
1301 2nd Ave #2650
Seattle, WA 98101
Office: (206) 254-4232
Fax: (206) 770-6380
Toll free: (844) 209-8715
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
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