At Hightower Bethesda, we believe that you deserve to enjoy the results of your tenacity and passion. Like you, we’re dedicated to building something extraordinary that lasts. Let us help you manage your wealth so that you can pursue your goals – while enjoying life one day at a time. With that in mind, we offer a wide range of services that will help you achieve your personal financial goals before or after you decide to transition from your business.
Hightower Bethesda’s planning services include business valuations, succession and exit planning, risk management, tax management, retirement planning, reviewing buy-sell agreements and assisting in evaluation capital structure of deals. Our planning incorporates personal financial planning for the owner, and also leverages our trusted advisory network of outside specialists when needed.
Our investment services help business owners evaluate retirement plan options, manage 401(k) plans for employees, and develop an investment portfolio and asset allocation strategy to diversify the business owner’s investment holdings.