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.
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.
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
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.
Responsibility
We believe that trust is built on heartfelt honesty—when it comes to your future and your success, it is our responsibility to tell you what you need to hear, not just what you want to hear.
Quality Focus
With an emphasis on investor education, our portfolios are structured with quality investments to align with your long-term goals.
Comprehensive
We consider your entire financial picture, 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 client’s CPA and estate planning attorney – or help them find a trusted professional that suits their needs.
Knowledge
Our team’s experience in global financial markets and entrepreneurial understanding will help guide you through investment and financial planning decisions that support your long-term goals.
Our Commitment to You
Our team’s experience in global financial markets and entrepreneurial understanding will help guide you through investment and financial planning decisions that support your long-term goals.
13616 California Street
Suite 110
Omaha, NE 68154
(402) 378-7373
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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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