Our Wealth Management Process for Successful Business Owners

By Hightower Great Lakes on February 10, 2025

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We all know the value of a good fit. We’re happy when our children find the right fit in school, and when we feel a sense of belonging in our communities. It’s the same with financial advisors.

As a business owner, you work hard taking care of your employees and clients, and you ensure that you meet their needs. You deserve a financial advising team that works just as hard for you – that FITS just right and understands your specific goals and dreams.

Since 2000, I’ve been serving a select number of business owners like you. Our team’s goal is to have the greatest positive impact we can.

That impact comes from the value we offer and our Wealth Management Process:

Investment Consulting, combined with Advanced Planning, and Relationship Management.

For Investment Consulting, we manage your portfolio as fiduciaries – which means we put your interests first and foremost. As fiduciaries, we do not act out of self-interest, earn commissions or receive compensation from a sale. We are completely objective and transparent.  

Our Advanced Planning focuses on four strategies:

• Wealth enhancement – to enhance cash flow, mitigate taxes, and analyze debt.
  • Wealth Transfers – which help you preserve your family legacy WHILE preparing your heirs to handle wealth responsibly.
  • Wealth Protection – to plan for the risks that sit above the surface, like the tip of an iceberg – but also everything underneath the waves you don’t see, that could put a hole in your boat.
  • And Charitable Giving – How you want to make an impact on the universe with the causes you are passionate about – with tax advantages.

Relationship Management is at the heart of how we fit into your life as your Virtual Family Office – collaborating with attorneys, accountants, and bankers. 

It can be frustrating and confusing when your investment manager, CPA, and attorney make conflicting recommendations.

You need a cohesive team – all working together – focused on your specific goals.

If you already have a fantastic team, we’d love to work with them.

If you’re not sure, we have a screened network of professionals we can recommend and work with, to help you proactively plan for a secure financial future.  

To learn more, give us a call today.

And if someone you care about is not getting great advice, you can help them by sharing this video to them.  

Hightower Great Lakes is a group of investment professionals registered with Hightower Securities, LLC, member FINRA and SIPC, and with Hightower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through Hightower Securities, LLC; advisory services are offered through Hightower Advisors, LLC.

Hightower Great Lakes is a group comprised of investment professionals registered with Hightower Advisors, LLC, an SEC registered investment adviser. Some investment professionals may also be registered with Hightower Securities, LLC, member FINRA and SIPC. Advisory services are offered through Hightower Advisors, LLC. Securities are offered through Hightower Securities, LLC. This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable.

Past performance is neither indicative nor a guarantee of future results. The investment opportunities referenced herein may not be suitable for all investors. All data or other information referenced herein is from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other data or information contained in this presentation is provided as general market commentary and does not constitute investment advice.

Hightower Great Lakes and Hightower Advisors, LLC or any of its affiliates make no representations or warranties express or implied as to the accuracy or completeness of the information or for statements or errors or omissions, or results obtained from the use of this information. Hightower Great Lakes and Hightower Advisors, LLC assume no liability for any action made or taken in reliance on or relating in any way to this information. The information is provided as of the date referenced in the document. Such data and other information are subject to change without notice. This document was created for informational purposes only; the opinions expressed herein are solely those of the author(s) and do not represent those of Hightower Advisors, LLC, or any of its affiliates.