About |
Enhance Your Wealth. Realize Your Dreams. Preserve Your Legacy.
HighTower Boca Raton is YOUR independent financial advocate, laser-focused on your unique needs and objectives.
No matter the circumstance, we make our clients feel like they are our only clients by offering a highly-customized, comprehensive solution, not Wall Street packaged products or one-size-fits-all model portfolios.
At HighTower Boca Raton, we consider each of our clients to be a part of our family. We know that our clients’ needs and objectives, as well as their legacy, are more than just financial.
We provide solutions to your most fundamental questions, hopes and worries about your financial health and future.
• Sophisticated, flexible financial planning processes for meeting your needs and goals
• Adherence to the highest ethical standards and adoptance of independent checks and balances so you can invest your family’s wealth with confidence
• Technology integrated with 50+ years combined experience for optimal results for you
Why an independent fiduciary?
Our non-affiliated wealth management and financial planning services are devoted solely to the best interests of you and your family.
• It’s not only our policy, it’s the law — and the industry’s highest standard
• Fee-only business, no commissions to influence our recommendations
• Undivided loyalty to our client’s objectives, timeframe and risk tolerance
Our clients and their interests come first - every time, and in every situation.