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.
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.
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.
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
*This Rating is provided on April 8, 2025 by Forbes. It covers the period of 2023-2024. There was no compensation exchanged in consideration for or the use of this Rating. For more information, please visit https://www.forbes.com/lists/best-in-state-wealth-advisors/.
13616 California Street
Suite 110
Omaha, NE 68154
(402) 378-7373
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HTA Client Relationship Summary
HTS Client Relationship Summary
Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Securities offered through Hightower Securities, LLC, Member FINRA/SIPC. brokercheck.finra.org
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