Team Purpose
We are a relationship driven team that takes time to build deep personal connections to have a positive impact on the lives of the people we guide. We take a collaborative coaching approach, partnering with clients to reach their potential for themselves and their families. We’re here for you – offering high touch service that is responsive to your needs and long-term aspirations.
Honest, Hard-Working and Family-Oriented
At Hightower Omaha, we help you reach for your aspirations, plan for the future and pursue your lifelong goals. Founded upon the core values of honesty, effort and strong sense of family, we create comprehensive, personalized wealth management and investment strategies for successful individuals, families, business owners and corporate executives. Contact us to learn more about partnering with Hightower Omaha.
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The Fiduciary Standard
We serve our clients, their families and their businesses as fiduciaries. A fiduciary is an individual in whom another has placed the utmost trust and confidence to manage and protect property or money. It is a relationship in which one person has an obligation to act for another's benefit. Your interests should be first and held in the highest regard. Our focus is on putting our clients’ needs at the center of our business to restore trust in the financial services industry. We are not beholden to sales agendas or proprietary products—rather, Hightower gives us access to quality investment solutions from a host of top firms and service providers. Our model enables our clients to benefit from competitive pricing, as well as a diverse selection of sophisticated products and services.
Learn more about our fiduciary commitment to you.
Customized Solutions
Because we believe that truly successful wealth management strategies are those that are tailored to each individual, our team creates a custom investment strategy based on your interests, risk tolerance, current needs and future aspirations. Our comprehensive approach helps you prepare for the future, preserve your current lifestyle and celebrate your success and achievement.
Learn more about how we will work with you.
Personalized Service
Our team is dedicated to providing an exemplary wealth management experience, marked by responsiveness, knowledgeable advice, individual consultation and one-on-one investor education. We offer valuable support services, including:
• Creating net worth/balance sheet statements
• Spending & budgeting plans
• Debt analysis & management
• Social Security analysis
• Bill pay
• Investment research
Learn more about our service offerings.
13616 California Street
Suite 110
Omaha, NE 68154
(402) 378-7373
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Web Accessibility Policy
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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