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Private Wealth Services

We strive to understand each client’s individual financial situation, needs, goals and investing experience. We work with you and your family to help you carefully evaluate your most important needs, understand your risk tolerance and maintain your current lifestyles while keeping an eye on your long-term objectives. Our goal is to provide you with enhanced value and the confidence that your investments are working to help you reach your financial goals. Our services include:

Financial planning

We work with you to develop custom, goals-based financial planning strategies that focus on retirement, philanthropic and wealth transfer planning, as well as insurance needs.

Risk management

We work in tandem with our clients to review current insurance, identify gaps, and make recommendations to help mitigate the risk to your legacy and lifestyle.  Understanding the importance that long-term investing can have in helping to reduce market risk, we construct diversified portfolios that will help you navigate potential near term volatility and position you to succeed over time. 

Retirement planning

We help you develop retirement strategies with an emphasis on income distribution needs, long-term goals, tax management and charitable giving.

Investment strategy

We work with you to identify areas of investment opportunity, providing ongoing monitoring of investments and reallocation of assets, when and where appropriate.

Portfolio construction & management

We work with you to understand your liquidity, cash flow and long-term needs to create a diversified, tax-efficient portfolio focused on the long run.

Insurance planning – disability, life, long-term care and annuities

We help you discern and meet your insurance needs to protect your family and lifestyle, including insurance analysis and liability review.

Wealth transfer

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.

Philanthropic strategies

Our team helps you establish private foundations, charitable funds and trusts, as well as plans to maximize your giving.

Learn More About Hightower Omaha

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13616 California Street
Suite 110
Omaha, NE 68154
(402) 378-7373

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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

Hightower Advisors, LLC is a SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Some investment professionals may also be registered with Hightower Securities, LLC and offer securities through Hightower Securities, LLC, member FINRA/SIPC. You can check the background of our firm and investment professionals on brokercheck.finra.org. Unless otherwise indicated relative to a specific award or ranking, Hightower Advisors, LLC does not pay a fee to be considered for any ranking or recognition, but may have paid to publicize rankings obtained and disseminated prior to 11.4.2022. All awards / rankings / ratings obtained and distributed on or after 11.4.2022 will be accompanied by specific disclosure as applicable.

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