HIGH TOUCH
We offer a concierge-level wealth management experience. Imagine a personalized, meaningful, client-advisor relationship coupled with the latest resources to create customized plans. Our holistic approach integrates your current priorities, uncovers any inefficiencies, and equips you for future success.
HIGH TECH
Powered by sophisticated technology and investment platforms, we leverage access to top-tier resources, products, and solutions. With the right tools and talent, we are able to meet the ever-evolving needs of our sophisticated clients.
HIGH STANDARDS
As fiduciaries, we hold ourselves to the highest standards. We are skilled at taking much of the mystery out of investing, managing risk, preparing for retirement and preserving your wealth. We know clients have questions. That’s why our concierge model is designed to ensure answers are within reach.
In our concierge model, client-advisor relationships count for more.
We work to ensure all your needs are completely addressed. We’re constantly looking for opportunities to provide a higher level of value-added services to strengthen our relationship — and your financial future. We’ll work with you to develop a customized plan that supports your dreams, needs and financial independence.
Why adopt a concierge process?
The level of personal attention and detail that goes into working together is what we call the concierge process. You’ll finally get a clear view of your major financial, investment and estate planning needs. With greater levels of clarity, it will be easier to identify what actions to take next and for the long-term. As we move forward, you’ll feel more confident and more informed about your financial future. It’s all part of our process.
Needs Assessment
The first step in our concierge service model is to conduct a thorough needs assessment. Clients seek our advice for a variety of concerns. Whether it is assisting with trust work, providing advice on the sale or acquisition of a business, gifting, cash management, post-retirement issues, or simply addressing asset allocation needs, we will make recommendations on how to move forward.
Charting a Course
Once we have identified your goals and discussed any issues, we will create a plan for the future. As we move forward, the concierge process will shine a light on any inefficiencies that may inspire a change of course. We do more than deliver a plan. We create a personalized road map that leads to the future you want; it’s designed to be iterative in order to navigate the ever-changing landscape along the way.
Due Diligence & Asset Allocation
Based on your need’s assessment and financial plan, we will determine the proper asset allocation. Once that is established, we create the plan comprised of the most appropriate products and solutions. The RDM Investment Committee meets regularly to discuss market trends, individual names, sector weightings, and investment manager due diligence. We continually evaluate, iterate and optimize the plan.
Monitoring Progress
As part of our client-centric concierge model, we regularly monitor progress and work hard to keep our clients in the know. In addition to portfolio performance reviews, we deliver market updates, quarterly commentary, financial plan adjustments, invitations to client appreciation events and more. When it comes to building strong client-advisor relationships, communication is key. That’s why our concierge model works.
10 Wright St. 1st Floor
Westport, CT 06880
Office: (203) 255-0222
Fax: (203) 255-5333
Toll free: (800) 899-3219
6501 Congress Avenue
Boca Raton , FL 33487
Office: (561) 393-8500
Toll free: (800) 899-3219
300 Madison Ave, 29th Floor
New York, NY 10017
Office: (212) 682-2200
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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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