OUR GUIDING PRINCIPLES
Your Personal CFO
We act as your personal CFO, coordinating the work of your other trusted advisors, acting as the central hub for your family and financial life and maintaining a thorough understanding of your financial goals and aspirations now and as they change.
Investments
Steady returns. Low volatility. That is the hallmark of our investment philosophy. Our team collaborates and reviews your investments and allocation, so you can stay focused on reaching your long-term objectives. Your assets will be allocated among fixed income, equity, and alternative strategies.
Many business owners find themselves underprepared financially and emotionally for the ramifications of a successful sale of their company. Planning early to reduce the effective tax rate on a potential transaction can be just as important as increasing the earnings multiple to be used in the calculation of the selling price. Learn about planning opportunities for business owners.
Leah Jones Forbes' 2024 Top Women Wealth Advisors Best-in-State
Learn More About Hightower Bethesda
7200 Wisconsin Ave
Suite 910
Bethesda, MD 20814
Office: (301) 202-3585
Toll Free: (888) 850-5584
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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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