Our Services
Exceeding Your Family's Expectations
As a team of credentialed professionals, we continue to serve you, our client. Together our team represents an average of 10 years experience and 15 designations within the financial services industry. Our goal is to continue to serve as your personal Chief Financial Officer by leveraging each member’s talents and abilities. Our team’s commitment to you is and will always be to serve your family and exceed your expectations.
Your Custom Financial Plan
Our goal is to exceed your expectations by providing holistic advice on the entirety of your financial life. To live out this goal, we believe your custom financial plan should be revisited and refreshed often to ensure a thorough ongoing planning process. We also want to help with specific tools to address additional needs.
Resources designed to support you and your loved ones during different stages of life:
Next Generation Financial Literacy Program
Our team is dedicated to strengthening the wellbeing of your family tree by empowering your loved ones to make informed decisions. Watch our short video to see how we help build confidence in financial choices for generations to come.
Well-th View Portal
The Hightower Client Well-th Portal is a digital resource designed to enhance your financial management experience, providing greater clarity and ease of use. This tool enables you to seamlessly view high net worth assets, outside accounts, and confidential files, all in one place. Learn more about the Well-th Portal in our brief video.
Business Owners Services & Solutions
Our business valuation services include an online valuation platform and certified V valuation services, addressing a wide range of business owner needs from financial planning and legacy protection to exit strategy development. To learn more about our valuation tool, watch our short video.
Pre-Transaction & Equity Compensation Planning
Our team is dedicated to helping executives and growth-minded entrepreneurs align their personal financial outcomes with the goals they envision for their businesses. We aim to ensure you get the most out of your equity. Pre-transaction planning is a crucial step in this process. In the short video, learn more about how our planning process can help you and your family keep more of what you have built.
Pontera: Employer Retirement Management
Our goal is to ensure your retirement plan is managed efficiently and effectively. Take a moment to watch our short video to learn more about Pontera. Pontera is a secure platform that allows our team to provide active management of your employer retirement plan account.
Private Banking & Lending Solutions
Our team offers tailored private banking and lending solutions to enhance financial flexibility. We help clients access liquidity in a tax-efficient manner through strategies such as securities-backed lending, customized credit facilities, and structured financing options. We guide clients through the process, ensuring alignment with their overall financial goals. Watch our short video to learn more.
Trust Services
As fiduciaries, our objective trust administration and planning support considers family dynamics, asset protection, and tax savings when guiding clients through the complexities of managing a trust. Hightower’s trust service was designed to create comprehensive wealth plans aimed towards your success while working alongside your other trusted professionals to provide a holistic approach to trust planning.
Retirement Redzone Process: Healthcare and Social Security
As one approaches retirement there are several important decisions that need to be made regarding Social Security, Medicare and restructuring the portfolio to help generate income in the most tax efficient way. Our team is committed to providing these resources to our clients as part of our Retirement Red Zone planning process. Watch the short video to learn more.
Family Tree Program
Our team's objective is to closely work with families to strengthen the health of their family tree. Our consultative process helps ensures that your loved ones are well supported throughout the different stages of life. At 2/13 Strategic Partners, we engage clients using a tiered cost schedule based on asset levels that allows us to provide customized and holistic services. The short video provides additional information on our team and our Family Tree Program benefit.
Holistic Evolving Life Planning (H.E.L.P.)
H.E.L.P: Holistic Evolving Life Planning is a resource for you and your loved ones to navigate the later stages of life. The original idea behind H.E.L.P. is to provide a tool for you and your loved ones to achieve organization in all aspects of your financial life. From checklists to essential documents that should be accessible, to more subjective components such as a family mission and values statement, H.E.L.P. is a comprehensive guide to make sure your financial house is in order. Watch our short video to learn more.
565 Swedesford Road
Suite 210
Wayne, PA 19087
Office: (610) 850-9050
Fax: (610) 471-0566
Toll free: (888) 598-9063
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Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary
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