Our Story As one of the nation's largest Registered Investment Advisors (RIAs), Hightower is an industry leading financial services firm managing approximately $100B+ in client assets and offering objective wealth management advice. Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, f

Your Future Team The Lerner Group brings decades of experience to better serve their wealth management clients. Clients we serve include high net worth individuals, foundations, profit sharing and pension plans. We aim to tailor our service to every family's individual needs. The Lerner Group believes that values and investments must consonance. This approach strengthens

Our Story Investments, estate, tax, and financial planning all under one roof. Argent Wealth Management is an independent minded business where individuals and families experience comprehensive and personal wealth management services. Our firm is steeped in a tradition of client service and personal relationships. We built these relationships over 30 years of being devote

Our Story Investments, estate, tax, and financial planning all under one roof. Argent Wealth Management is an independent minded business where individuals and families experience comprehensive and personal wealth management services. Our firm is steeped in a tradition of client service and personal relationships. We built these relationships over 30 years of being devote

Our Story Presidio Wealth Partners ("Presidio"), an advisory practice of Hightower, provides investment management and advisory services to wealthy individuals and business owners. Presidio currently manages $1.8 billion of assets on behalf of our clients. We offer an outsourced family o ff ice experience for our clients that places us at the center of a client's financia

Who We Are Presidio Wealth Partners ("Presidio"), an advisory practice of Hightower, provides investment management and advisory services to wealthy individuals and business owners. Presidio currently manages $1.8 billion of assets on behalf of our clients. We offer an outsourced family o ff ice experience for our clients that places us at the center of a client's financi

Who We Are Founded by Matt Otto, CFP, AIF, over 25 years ago, The Otto Group joined Hightower Advisors in 2016. The partnership enabled our firm to provide a broad range of investment and wealth management services to our select group of clients, while acting as a true fiduciary. We believe that operating within a model focused on service rather than sales results in a bo

Our Story As one of the nation's largest Registered Investment Advisors (RIAs), Hightower is an industry leading financial services firm managing approximately $100B+ in client assets and offering objective wealth management advice. Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, f

Your Future Team Fairport Wealth is a values based, purpose driven organization that inspires over 2000 families with comprehensive wealth management solutions. Headquartered in Cleveland, Ohio, we serve clients in six regional markets and are strengthened by the resources of our parent company Hightower Advisors. Our roots date back to a multi generational business, and

Our Story Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independ

Our Story Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independ

Your Future Team LRG Wealth Advisors is a leading financial planning and advisory practice managing $500 million in assets in New York City. Our firm partners with esteemed custodians Fidelity, Pershing, and Schwab to provide our clients with the best possible financial solutions. We are looking for an experienced and dedicated Executive Assistant to join our team and ass

Our Story Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independ

Office Manager Greet and welcome visitors with a positive and professional demeanor. Answer, screen, and transfer incoming calls to the appropriate department or individual. Manage incoming and outgoing mail, packages, and deliveries. Schedule client and internal meetings including arranging refreshments or meal orders Order gifts for clients (special life events having a

Our Story Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independ