Business Owners & Partners

Wealth Management for Entrepreneurs & Business Owners

You’ve built your business on strong corevalues, hard work, and integrity. Owning a business is not a pursuit for the faint of heart — it demands time, dedication, and sacrifice. At Hightower Bethesda, we know that your business is your legacy. Let us help you steward it
into the future.

Experienced Wealth Management

As your personal CFO, we create diversified portfolios with asset allocations that are tailored to your needs. We strive to bring you enhanced value and security. You can have the confidence that your investments are helping you reach your personal and professional financial goals — without compromising your values.

Financial Guidance & Exit Planning

We offer consultative services to support your business and its financial future. Whether you’re seeking to grow your top line, add new employees, or transition your business, we help you make sustainable financial decisions.

Enjoy the Lasting Fruits of Your Labor

You’ve dedicated your life to building your business. At Hightower Bethesda, we believe that you deserve to enjoy the results of your tenacity and passion. Like you, we’re dedicated to building something extraordinary that lasts. Let us help you manage your wealth. So that you can pursue your goals — while enjoying life one day at a time.

Our Services Include

Investment
  • Investment consulting

  • Portfolio & asset allocation strategy

  • Risk mitigation analysis

  • Custodial options



Planning
  • Exit/business planning

  • Insurance - disability insurance, whole life insurance & annuities

  • Philanthropic consulting & legacy planning Budgeting

  • Tax planning strategies    

  • College savings planning

  • Estate & wealth transfer (trust & wills)

  • Introductions to a trusted advisory network for mortgage/real estate, accounting & legal needs

  • Financial & retirement planning - cash flow reporting/maximizing the pension

Learn More About Hightower Bethesda

7200 Wisconsin Ave
Suite 910
Bethesda, MD 20814

Office: (301) 202-3585
Toll Free: (888) 850-5584

Legal & Privacy

Securities offered through Hightower Securities, LLC, Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment adviser. brokercheck.finra.org
© 2020 Hightower Advisors. All Rights Reserved.