Hightower Partners With Crew of Wealth Management Specialists to Type Presidio Wealth Companions

Hightower Partners With Crew of Wealth Management Specialists to Type Presidio Wealth Companions

CHICAGO, June 12, 2023 /PRNewswire/ — Hightower nowadays declared it has partnered with and made a strategic investment in Presidio Wealth Associates (“Presidio“), a freshly-shaped Houston, Texas-centered prosperity administration business that oversees somewhere around $1.6 billion in AUM.

Founding partners Cy Cattan, Scott Bishop, Robert Harris and Sarahbeth Pipkin lead a strong team focused on giving solutions such as multi-generational monetary organizing, small business succession and exit preparing and access to private specials and alternate investments for ultra- high-web-really worth (UHNW) spouse and children and small business operator consumers.

Presidio Wealth Partners selected Hightower as its strategic trader to leverage the organization’s field-major technological innovation, units, arranging resources and tactics. Presidio was captivated to the prospect to grow the non-public current market investments giving for clientele through assist from Hightower’s knowledgeable Expense Options Staff.

“At Hightower, we speak a whole lot about “nicely-th”—the strategy that prosperity encompasses extra than revenue,” reported Hightower Chairman and CEO Bob Oros. “The Presidio Wealth Companions group has a identical strategy to assist clientele attain all of their goals, across their lives—and we are enthusiastic to be with them on this phase of their journey.”

Hightower features its 130+ advisory corporations in 34 states and the District of Columbia a vary of products and services intended to catalyze and accelerate organic and natural progress, such as organization progress consulting, leadership and workforce development, talent acquisition, promoting guidance, know-how, financial commitment administration sources, compliance, accounting, payroll and human resources. Inorganic development companies include things like sourcing, valuation, deal structuring, due diligence, legal and regulatory, pre- and article-close integration, and funds means for M&A transactions. Advisory teams that husband or wife with Hightower also gain obtain to economies of scale, deep business interactions and a nationwide advisor group.

As of March 31, 2023, Hightower’s assets under administration ended up around $148.2 billion, and property below management (AUM) have been $119.9 billion, an boost from $113.7 billion as of December 31, 2022.

About Hightower
Hightower is a prosperity management firm that gives investment decision, financial and retirement organizing services to folks, foundations and family offices, as very well as 401(k) consulting and funds management products and services to corporations. Hightower’s funds solutions, operational help companies, sizing and scale empower its vivid group of independent-minded prosperity advisors to increase their organizations and enable their purchasers reach their eyesight of “properly-th. rebalanced.” Based mostly in Chicago with advisors across the U.S., the agency operates as a registered financial investment advisor (RIA). Master more about Hightower’s collaborative enterprise design at www.hightoweradvisors.com

Securities offered via Hightower Securities, LLC member FINRA/SIPC. Hightower Advisors, LLC is a SEC registered financial investment advisor. 

Media Make contact with:
Siobhan Nolan
(862) 217-9585
[email protected]

Source Hightower