HighTower Palm Desert is the Coachella Valley's Largest Independent Advisory Firm
HighTower Palm Desert offers knowledgeable advice and service.
We have provided financial advice and wealth management services for more than 40 years. We advise clients who typically have $3,000,000 or more of investable assets while acting as their Personal Chief Financial Officer.
We have extensive experience assisting our high-net-worth clients with concentrated stock strategies, retirement and estate-planning issues, private money management, and alternative investments.
Our clientele is comprised of affluent families, corporate executives, large non-profit organizations and successful business owners who value our comprehensive planning approach.
OUR APPROACH
Our team concentrates on your financial, investment, and estate-planning needs by helping you develop strategies to manage your personal and/or business finances.
We stress a disciplined, long-term approach to investing and emphasize financial planning to help you determine your financial needs and risk tolerance.
OUR SERVICE COMMITMENT - THE ULTIMATE CLIENT EXPERIENCE
We provide quality service to our clients. Portfolio performance and client satisfaction are our primary objectives. To reach this goal, we will:
-Deliver 12 reviews of your portfolio’s performance during the year.
-Conduct at least 4 formal quarterly reviews.
-2 face-to-face portfolio reviews.
|
Address & Contact
Map & Directions
|
Join on Facebook
|
| Powered by PeaceNic - Contact Us |
|
We intend for the Content on the directorylista.com site to be accurate and reliable, however, since the Content has been compiled from a variety of sources, it is provided to you "as is" and "as available". directorylista.com assumes no responsibility to you or any third party for any errors or omissions of any kind in the content, and disclaims all warranties and/or conditions, express or implied, as to the content and to any matter relating to the site. Links available on the directorylista.com site will allow you to link to websites not maintained or controlled by directorylista.com. These links are provided for your convenience; neither party is responsible for the content or online transactions of any linked site. It is your responsibility to ensure that any website you choose to use is free of potentially destructive items such as viruses. directorylista.com reserves the right to change or remove any Content from the directorylista.com site, in whole or in part, at its sole discretion, at any time, without notice. 
|
