hightowerbellevue.com
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Effective URL: https://hightowerbellevue.com/
Submission: On November 14 via api from US — Scanned from DE
Effective URL: https://hightowerbellevue.com/
Submission: On November 14 via api from US — Scanned from DE
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</form>Text Content
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Access Your Account Contact Us
* Meet the Team
* Services
Retirement and Personal Financial Planning Business Succession Planning and
Concentrated Stock Divorce Wealth Planning Estate Planning and Legacy Design
Small Business and Entrepreneur Consulting
* Our Process
* Why Hightower
* Insights
WEALTH STEWARDSHIP ALIGNING VALUES AND VISION TO ACHIEVE LIFETIME FINANCIAL
GOALS
ABOUT HIGHTOWER BELLEVUE
Financial planning takes discipline, time and ongoing review. It is easy to
create a financial plan, the bigger challenge is implementation of the plan. At
Hightower Bellevue, we go out of our way to add value to our client
relationships—creation and implementation of a plan that helps meet the needs of
your family’s present and future goals.
We think like a team and act like a team. As a firm, we have a constant thought
in mind, "Is what we're doing right now in the best interest of the client and
in line with the plan we've put in place together?"
Our mission is to provide foundational wealth services that help our clients
build, manage and preserve their wealth. We strive for you to have confidence in
your plan—a future to live your passions and to build a legacy that makes a
difference to you and to your family.
Our objective is to have lifetime relationships with our clients and provide
service delivered in a personalized, yet professional manner, by creating a
client experience of excellence, relevance and noticeable results.
We welcome you to join us as you venture into the complex world of planning your
future. We will do what we have done for many clients who have come before you,
strive to provide independent financial advice that adheres to the highest
fiduciary standard, your trust.
WHO WE ARE
Hightower Bellevue is a wealth management team who assists high-net-worth
clients in building, managing and preserving their financial legacy.
Our team combines the responsiveness and flexibility of a boutique practice with
the depth of services and investment insight of a national wealth management
company. Since 1985,
we have been dedicated to your success, even beyond the protection and
preservation of your wealth. In 2022, Sovereign Wealth Advisors joined our firm,
strengthening our team and solidifying our common focus and commitment to our
clients.
WHAT WE DO
Hightower Bellevue operates with a simple commitment - to better serve our
clients. Our company was founded as Financial Security Group in 1985. Through
the years, this initial company has changed its name and ownership structure,
but never lost its passion for independence, fiduciary standards and
representing the best interests of our clients. We provide a wealth stewardship
process that strives to create meaningful solutions that align your vision,
values and wealth to help you achieve your goals.
SIGN UP FOR OUR NEWSLETTER
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LEARN MORE ABOUT HIGHTOWER BELLEVUE
Send Email
601 108th Ave NE Suite 1510
Bellevue, WA 98004
Office: (425) 455-6623
Fax: (425) 455-4075
Overview
Meet the Team
Our Process
Why Hightower
Insights
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
© 2024 Hightower Advisors. All Rights Reserved.
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