After decades of experience as financial advisors, our most deeply held principle remains the commitment to put our clients’ interests first. We are proud to carry on that tradition while helping you build and maintain your financial well-being. We first listen to your personal goals and objectives and then offer effective approaches to help achieve them.
At Hightower Fort Myers we have the freedom to provide our clients with unconflicted solutions that are customized for each client. We have access to the major capital markets, custodians, trading desks, lenders and trust companies.
Our strength lies in helping affluent clients address all their wealth management needs with tailored plans of action. We monitor and make adjustments regularly based on economic cycles and our clients’ life events.
We are fiduciaries and must adhere to a Fiduciary Standard – the highest standard in the financial services industry. We have a legal obligation not to subordinate clients' interests to our own. We act in your best interest and must set aside personal motives and avoid conflicts of interest, in favor of pursuing the best solution to your unique situation. Included in the Fiduciary Standard are the duties of loyalty and care.
We Are Fiduciaries.
Legally Bound To Put Our Client's Interests First.
Overview
Pamela Lynn Abraham & Associates
Thomas & Swartz Wealth Management
- Team
- In Our Community
- Suitability vs Fiduciary
Investment Process
Legal & Privacy
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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