Financial Planning
We develop comprehensive, goals-based financial planning strategies that focus on retirement, philanthropic and wealth transfer planning, as well as insurance needs.
Investment Strategy & Asset Allocation
We work with you to identify areas of investment opportunity, providing ongoing monitoring of investments, and reallocation of assets as appropriate.
Philanthropic Strategies
Our team helps you establish private foundations, charitable funds and trusts, as well as plans to maximize your giving.
Portfolio Construction & Management
We build and manage a diversified, tax-efficient portfolio focused on minimizing risk while maximizing yield.
Portfolio Reporting & Analysis
We create both high-level and detailed client portfolio and investment performance reports.
Retirement Planning
We design retirement strategies with an emphasis on income distribution needs, long-term goals, tax management, and charitable giving.
Risk Management
Our team provides ongoing portfolio and investment monitoring to discern, assess and help mitigate risk.
Administrative Bill Pay
We offer services that facilitate the processing of mail and bill pay to help you manage your finances.
Insurance Planning
We help you discern and meet your insurance needs, including disability, whole life, annuities, long-term care, estate, excess liability, property and casualty.
Lending Solutions
Based on your needs, we offer access to competitive asset-backed credit lines, as well as mortgage solutions.
Philanthropic Planning
From the establishment of private foundations, to charitable funds and trusts, our team helps you maximize your giving.
Titling of Assets, Including Qualified Retirement Accounts and Trusts
We work with you and your attorney to ensure the proper titling of assets.
Medical Benefits
We analyze your current medical benefits, help you identify gaps in their coverage and plan for supplemental medical insurance needs in retirement. Additionally, we support the development of long-term care plans.
Tax Planning
From estate planning to charitable giving, our team focuses on creating tax-efficient investment and wealth management strategies.
Wealth Transfer/Estate Planning
We work with clients and their families to create wealth transfer strategies designed to preserve family values and educate the next generation on financial and investment best practices. We also offer educational seminars designed to help the next generation understand key wealth management principles.
10488 W. Centennial
Ste. 302
Littleton, CO 80127
Office: (303) 800-5250
Toll free: (888) 257-8629
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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
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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