We assist you with wire transfers, issuing checks, setting up direct debits, and supporting liquidity needs.
We help you assess viable event options, such as private sales and buy-sell agreements, as well as develop succession planning strategies.
We provide fiduciary recommendations and support for pension, 401(k), SIMPLE and SEP-IRA plans.
We support the wealth management needs of C-level executives, including key-man life insurance, ESOP planning, and employee and executive benefits plans.
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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
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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