Corporations & Business Owners

Our team works with business owners, corporations and executives to develop custom strategies designed to support an array of financial planning needs and considerations, including cash management, business valuation and succession, and investment management.

Cash Management

We assist you with wire transfers, issuing checks, setting up direct debits, and supporting liquidity needs.

Liquidity Event Prep

We help you assess viable event options, such as private sales and buy-sell agreements, as well as develop succession planning strategies.

Plan Sponsorship

We provide fiduciary recommendations and support for pension, 401(k), SIMPLE and SEP-IRA plans.

Solutions for Executives

We support the wealth management needs of C-level executives, including key-man life insurance, ESOP planning, and employee and executive benefits plans.

Learn More About Hightower Buffalo

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747 Hopkins Road
Williamsville, NY 14221

Office: (716) 565-3013
Fax: (716) 565-3014

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Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
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Securities offered through Hightower Securities, LLC, Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment adviser. brokercheck.finra.org