Our Commitment: Our Clients

Wealth Management

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.

Areas of Focus

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.

Financial Planning

Investment Management

Retirement Planning

Estate Planning

Tax Planning

Liability Management

fi-du-cia-ry ( |n| or |adj| )

fi-du-cia-ry ( |n| or |adj| ): An individual in whom another has placed the utmost trust and confidence to manage and protect property or money. The relationship wherein one person has an obligation to act for another's

We Are Fiduciaries

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.

Contact us to learn more about our team, our philosophy and how we can help you build your legacy.

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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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