Responsibility
We believe that trust is built on heartfelt honesty. We tell clients what they need to hear, not just what they want to hear – which can be difficult but necessary for a client’s long-term success.
Quality Focus
With an emphasis on investor education, our portfolios are structured with quality investments to align with your long-term goals, not the idea of the day or selling one particular investment.
Comprehensive
We take a holistic approach in considering your entire financial profile, recognizing each individual component and knowing that all aspects must blend together in one unified plan.
CPA Attorney
Most of our clients have a current estate plan and tax advisor. We steadfastly coordinate our efforts with a client’s CPA and estate planning attorney – or help them find a trusted professional that suits their needs.
Knowledge
Tom has over 30 years in the financial services industry with experiences in many of the world’s leading financial centers including London, Frankfurt, Geneva, Hong Kong, Singapore, and New York.
Strategy
Coming from an entrepreneurial family and a previous career managing a small business, Keith understands the day to day needs of a business owner and the strategies that compliment running a successful business.
Dedicated Staff
Our staff of experienced professionals is dedicated, responsive, and service oriented.
Transparency
We structure client accounts to offer accountability and transparency.
Trust
We feel our clients trust us on a personal as well as a professional level.
Fiduciary Alignment
Our Fiduciary Commitment to You
We serve clients, their families, and their businesses as Fiduciaries. A Fiduciary is someone in whom another has placed their trust and confidence to manage and protect property or money. It’s a legal obligation to act for another’s benefit. This is more than financial trust. This is the fiduciary standard and our guiding principle.
We take this responsibility – our responsibility to you – very seriously.
Our mission is to:
Place your needs as our first priority
Acquire and maintain a thorough understanding of your financial goals
Regularly update your financial information
Carefully assess and monitor your investment risk and time frame
Promptly respond to all calls and emails – normally within 24 hours
Meet with you regularly to track the progress towards your goals
Act as your personal CFO, coordinating the efforts of other trusted advisors
Treat you with the utmost respect and professionalism
13616 California Street
Suite 110
Omaha, NE 68154
(402) 378-7373
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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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