Our Services

Comprehensive Wealth Management

'Make a plan. Make an Investment. Make a Difference.' At Hightower Advisors | St. Louis, we are guided by this mantra each and every day. We put you front and center, starting with in-depth conversations about what's important, what your hopes and dreams are — and what keeps you up at night. Our approach is straightforward (no “industry jargon”) but also in-depth — to ensure no piece of our clients' puzzles is ignored.

Financial Planning

We marry sophisticated tools with cohesive advice to help coordinate the decisions, details and prudent actions of wealth management in a way that enables you to pursue your personal dreams, passions and aspirations for the future.

Investment Management

Our team develops personalized investment strategies that align with your values, tolerances and long-term objectives. We work with you to discern areas of investment opportunity, providing comprehensive portfolio management, rebalancing and ongoing monitoring and reporting.

Business Planning

Our team works with business owners and institutions to build personalized strategies to help you discern the optimal solution for the next phase of your business, including business valuation, succession planning, Buy/Sell agreement and funding, and liquidity and debt management.

Executive Benefits

We specialize in supporting and servicing the distinct wealth management needs of C-level executives, including deferred compensation, stock options and restricted stock, concentrated stock portfolios and benefits audits.

Tax Strategies

From estate planning to charitable giving, our team focuses on creating tax-efficient investment and wealth management strategies that include tax loss harvesting, low cost basis stock strategies and Roth conversions.

Risk Management

Our team regularly assesses your portfolio, the markets and investments to discern and help mitigate risk. We also offer life and disability insurance assessments, long-term care options and asset protection strategies.

Philanthropy

From the establishment of private foundations, to donor-advised funds and charitable trusts, our team develops gifting strategies that help you maximize your giving in a tax-efficient manner.

Estate Plan Guidance

We help you and your family assess your estate planning needs, review estate documents, incorporate any special needs or considerations, and create tax-efficient estate and wealth transfer strategies that help preserve your legacy and family values.

Life Transitions

Our team works with you to adjust your financial plan and strategy as your needs evolve throughout your lifetime, including loss through death or divorce, career or location change, retirement or business sale, and caring for parents or other dependents.

Investment Banking

Through Hightower’s Strategic Advisory Network, we provide clients access to a wide range of investment banking capabilities and lending options.

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1401 S. Brentwood Blvd.
Suite 550
St. Louis , MO 63144

Office: (314) 598-4060
Fax: (314) 754-9132

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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
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