WEALTH ADVISORY SERVICES
A wealth management approach grounded in curiosity, prudence, and a deep understanding of the arc of your career.
BUILDING MOMENTUM
We work with you to design an investment strategy that reflects both your ambitions and your tolerance for risk. Our investment consulting process emphasizes discipline, clarity, and long‑term alignment, ensuring your portfolio supports the life you’re building.
Our wealth management strategies include:
Investment Consulting
Financial Planning
Retirement Planning
Disability Insurance
Life Insurance
Asset Protection
College Saving
Trust and Estate Planning
PEAK EARNINGS AND ENDORSEMENT
As your career reaches its highest levels, your financial world becomes more complex, and the stakes become higher. We help you navigate this stage with a focus on protecting what you’ve built and planning for what comes next.
Connect with us for services such as:
Philanthropy Consulting
Asset Protection
Estate Planning
Wealth Transfer
Legacy Planning
RETIREMENT ZONE
Retirement is not just a financial transition; it’s a personal one. We help you reframe your mission and vision for this next chapter, offering coaching and strategic guidance as you redefine your identity, priorities, and opportunities.
For those interested in continued leadership, we provide connections and support for board and advisory roles. We also help you evaluate pension options, maximize benefits, and explore transformational planning scenarios that bring your long‑term goals into focus.
Budgeting, income planning, and strategies to help ensure your assets grow faster than inflation all play a role in creating a retirement that feels both secure and fulfilling. Our goal is to help you move into this phase with confidence, clarity, and a renewed sense of purpose.
In your later stages of life, come to us for:
Coaching Connections for Board and Advisory Team Candidacies
Mission/Vision Re-Framing
Pension Maximization
Transformational Scenario Planning and Story Telling
THE NUCLEUS CLIENT EXPERIENCE
A Partnership Defined by Clarity and Connection
RELIABLE COMMUNICATION
At Nucleus, our client experience is intentionally designed to be proactive, transparent, and deeply personal. We stay closely connected throughout the year, offering timely, detailed responses and maintaining an open dialogue that keeps you informed in every decision. Whether we meet in person or via video conference, our quarterly conversations ensure your strategy remains aligned with your goals and the evolving landscape of your financial life.
CUSTOMIZABLE FEES, REPORTING AND ANALYSIS
We approach every relationship with creativity and customization. Complex financial concepts are translated into clear, easy‑to‑understand reporting so you always know where you stand. Our fee structure is fully transparent, and our recommendations are grounded in decades of experience across planning, investments, and risk management. Behind the scenes, we apply rigorous analysis to your portfolio, asset allocation, and tax‑efficient asset location, helping to ensure every component of your financial world is working in harmony.
STRONG NETWORK OF SUPPORT
Our work extends beyond investments. We coordinate closely with your attorneys, accountants, and other trusted advisors to help ensure your planning strategies are cohesive and well‑executed. You also gain access to our extensive network of professionals who can help support lifestyle decisions, major purchases, and new opportunities.
HOLISTIC TAX GUIDANCE
Tax support is another cornerstone of our service, with comprehensive reporting, annual document checklists, and guidance around estimated payments. Throughout the year, we actively harvest tax losses to help offset realized gains and enhance after‑tax returns.
We provide objective investment advice grounded in deep research, disciplined analysis, and a commitment to long‑term alignment. Our team screens, analyzes, and interviews seasoned and emerging money managers, allowing us to construct bespoke portfolios tailored to your goals, risk tolerance, and time horizon.
Beyond investments, our planning services span trust and estate considerations, tax strategy, insurance analysis, retirement modeling, and philanthropic guidance. We work closely with your legal and tax professionals to help ensure every strategy is implemented correctly and cohesively. This integrated approach allows us to support your family’s needs with clarity, foresight, and precision.
We conduct an in-depth review of assets, liabilities, income and expenses to illustrate multi-year cash-flows to assist with budgeting and retirement planning. With our annual executive financial plans, we guide our clients through life’s important decisions to help them achieve their goals.
We provide comprehensive reporting that brings your entire financial picture into focus. This includes performance reporting, asset allocation analysis, projected income summaries, and quarterly reports that track progress over time. For clients with multiple entities or complex structures, we offer advanced account aggregation and consolidated reporting to simplify oversight and decision‑making. Your secure client portal provides real‑time access to your accounts, documents, and reports, ensuring you always have the information you need at your fingertips.
512 W. 22nd St, 7th floor
New York, NY 10011
(212) 286-1170
Legal & Privacy | Web Accessibility Policy
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
Securities offered through Hightower Securities, LLC, Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment adviser. brokercheck.finra.org
© 2026 Hightower Advisors. All Rights Reserved.
