Quite simply, our goal is to act as your family’s personal and trusted Chief Financial Officer.

Hightower Westchester works as a cohesive team, offering each client personal service through the pooled resources of our experienced team of advisors and responsive support staff.

Our Services

Comprehensive Financial Planning

  • Current income needs and projected cash flow requirement

  • Retirement Planning

  • Education Planning

  • Family Legacy Planning

  • Charitable Giving Strategies

  • Life and Estate Planning Insurance Coverage

  • Disability and Long-Term Care Insurance Coverage

  • Business Succession Planning

  • Titling of Assets including qualified retirement accounts and Trusts

  • Coordination with family advisors (CPA, Attorney, Trustees)

Investment Management

  • Creation and supervision of custom portfolios

  • Review of investment objectives and asset allocation

  • Ongoing due diligence monitoring of managers and individual investments

  • ESG (Environmental, Social, Governance) and Socially Responsible Investing

  • Portfolio rebalancing and tactical overlay

Reporting Services

  • Comprehensive reporting and portfolio performance monitoring

  • Client Portal – Account Aggregation

  • Online Account Access

Custodial Services

  • Custody of assets with multiple dedicated firms

  • Direct Deposit/Debit Service

  • Automatic Funds Transfer

  • Wire Transfer Services

  • Check Writing

eMoney Client Portal: An Unobstructed View of Your Financial Life

Developed in partnership with eMoney (a market-leading software provider), Hightower’s Client Portal is a secure, online platform that offers you a comprehensive, customized view of your wealth.
Sophisticated features include:
  • Industry-leading security to protect financial data
  • Secure online vault for financial documents
  • Snapshot of assets, monthly spending and budget tracking
  • Single sign-on access & mobile-friendly

SETTING A HIGHER STANDARD FOR YOU

Contact us to learn more about how we can help you build your legacy

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Legal & Privacy

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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