Our Services

We combine the responsiveness and flexibility of an independent, personal firm, with the depth of services and experience from a broad range of investment management companies.

Retirement Planning

We consult and manage assets for both Defined Benefit and Defined Contribution plans. We develop the process and investment strategy for retirement plans, including 401(k) plans.

Tax Planning/Credit-Based Solutions

We provide clients with quarterly, semi-annual and annual tax summaries to their Certified Public Accountants. Our reports include realized and unrealized gains/losses, income received, projected income and advisory fees paid.

Philanthropic Giving Assistance

We conceptualize and help implement philanthropic strategies for our clients, including the establishment of private foundations, charitable funds, employee endowments, donor-advised funds and trusts.

Investment Consulting/Portfolio and Asset Allocation Strategy and Management

We access a broad suite of third-party investment managers. All portfolios are developed as a function of our clients’ specific goals and risk tolerances. We design and implement tax-efficient portfolios comprised of traditional asset, along with non-traditional asset classes.

Solutions for Executives and Business Owners

We are adept at advising C-level executives on various, custom investment situations, such as restricted stock, offshore trusts, cash management and currency hedging. We also offer Exit Planning services.

Wealth Transfer and Income Planning

We work intimately with individuals, their families and advisors to design the most appropriate wealth transfer strategies.

Personal Wealth Dashboard/eVault Secure Repository of Digital Documents

We offer clients access to eMoney, which provides a secure repository of digital documents; summaries of insurance policies, trust and estate documents; access to your investment accounts daily tracking for all of your banking, investment and charitable gifting accounts; and up-to-date information on your formal financial and estate plans.

Does your wealth management experience need an upgrade?

Whether you want to grow, preserve, or pass on your wealth, you can trust us to create personalized, long-term strategies that help you realize your goals.

73700 El Paseo, Palm Desert, CA 92260

Office: (760) 346-5150
Fax: (760) 346-5157
Toll Free: (888) 858-7086

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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