A personal(ized) approach to wealth management.
Financial Life Planning
Financial Counseling
Legacy Planning
Certified Financial Planning
Life & Disability Insurance
Corporate Retirement Plans
Institutional Quality Investment Options
Enhanced Income Strategies for Retirees & Businesses
No Commission-Based Investments
A Macro Approach
Regardless of risk profile, a well-built investment portfolio should use a variety of asset classes and styles. In fact, studies have shown that asset-allocation is often the largest factor in performance.
A Human-Focused Approach
We don’t want to just build you a financial plan, we want to understand you as a person. To get a sense of your true attitudes, traits, and foundational beliefs. So your financial fortress can be built around what matters most.
Our approach makes getting to know you our most important task.
Financial Plans Built Right
Life’s big financial decisions are always complex. Regardless, our job is to help you get them right. We’ll give you a retirement number to aim for but also the knowledge that it will need adjustments over time. You’ll get a real 3D sense of the plan’s risks and tradeoffs, and show you how to continually track your progress as you move forward.
Engaging in Vital Discussions
One of the most unique and vital elements of our planning process is an interactive exercise called Conerstone Conversations. The goal isn’t to win, but to ask big questions of yourself, then thoughtfully answer them. And in the process, go on a meaningful journey of self-discovery.
Helping Employers with Retirement Plans
You need to offer a corporate retirement plan to your employees. We’re here to walk alongside you, help you mitigate risks, and minimize the impact on your daily schedule.
More than Meetings
Working with TEN capital is more than sitting in meetings. Instead, we’ll invite you on some unexpected excursions that allow us to get a sense of who you are and what you’re about. At the same time, we’ll offer you a chance to learn something that will help you on your journey.
We are relationship-driven
Relationships are behind everything we do at TEN Capital. We strive not only to provide the results our valued clients and their families expect, but to partner with them in a way that provides the clarity they need to feel confident throughout the process. In addition to more traditional forms of client engagement, our clients have access to opportunities such as group cooking classes, luncheon workshops, and more.
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 an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Securities offered through Hightower Securities, LLC, Member FINRA/SIPC. brokercheck.finra.org
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