Your Personal CFO

We do the legwork to help you decide the next steps.

Wealth requires more than smart investing and meticulous planning. It requires vision. At Hightower Bethesda, we help you make smart, wellinformed financial and investment decisions and collaborate with the other trusted professionals in your life to formulate a holistic plan of action. Working closely with CPAs, estate attorneys and others, we ensure every financial aspect of your life is considered.

Our CFO Method

Your personal Hightower Bethesda CFO will connect the dots between all your professional advisors and makes sure the ball doesn’t get dropped. Working with us, we provide an expansive approach that allows us to see the big picture, guide your team of trusted professionals and address any challenges from an unbiased position. We ensure that you have a team that collaborates and is building a cohesive plan, in sync with your wealth objectives.