Client First

The relationship we have with our clients is like the relationship between a doctor and a patient, or a lawyer and a client — the client’s best interests always come first.

We are committed to a fiduciary relationship with our clients. This means that our sole legal responsibility and duty is to advise our clients and provide guidance for their investments and other wealth management needs. We do not have an obligation to sell house products, and we exercise full autonomy over our businesses.

At Hightower Westchester we believe that to build and maintain trust, we must conduct every element of our business according to high standards of integrity. We are committed to doing the right thing every day for our clients and setting aside sources of revenue that do not benefit or align with our clients’ interests and financial goals.

Because we do not sell or manufacture financial products, our advisors are less restricted in terms of investment providers than those who work for large brokerage firms. As a result, our clients often have access to products not available to traditional brokers.

Our clients’ assets are safely held by a strong, third-party custodian, Fidelity Investments. Our decision to work with Fidelity Investments was based on rigorous due diligence and high standards of operational excellence, security and service.

The team of advisors at Hightower are members of an exclusive community of experienced financial advisors who openly share best practices, experiences, strategies, intellectual property and ideas. Our clients benefit from the sophisticated investment knowledge of this community because it enables us to bring them multiple perspectives and insights from other independent-minded, fiduciary financial professionals.