Bellevue White Logo

Wealth stewardship aligning values and vision to achieve lifetime financial goals

About Hightower Bellevue

Financial planning takes discipline, time and ongoing review. It is easy to create a financial plan, the bigger challenge is implementation of the plan. At Hightower Bellevue, we go out of our way to add value to our client relationships—creation and implementation of a plan that helps meet the needs of your family’s present and future goals.

We think like a team and act like a team. As a firm, we have a constant thought in mind, "Is what we're doing right now in the best interest of the client and in line with the plan we've put in place together?"

Our mission is to provide foundational wealth services that help our clients build, manage and preserve their wealth. We strive for you to have confidence in your plan—a future to live your passions and to build a legacy that makes a difference to you and to your family.

Our objective is to have lifetime relationships with our clients and provide service delivered in a personalized, yet professional manner, by creating a client experience of excellence, relevance and noticeable results.

We welcome you to join us as you venture into the complex world of planning your future. We will do what we have done for many clients who have come before you, strive to provide independent financial advice that adheres to the highest fiduciary standard, your trust.

Who We Are

Hightower Bellevue is a wealth management team who assists high-net-worth clients in building, managing and preserving their financial legacy.

Our team combines the responsiveness and flexibility of a boutique practice with the depth of services and investment insight of a national wealth management company. Since 1985,
we have been dedicated to your success, even beyond the protection and preservation of your wealth. In 2022, Sovereign Wealth Advisors joined our firm, strengthening our team and solidifying our common focus and commitment to our clients.

What We Do

Hightower Bellevue operates with a simple commitment - to better serve our clients. Our company was founded as Financial Security Group in 1985. Through the years, this initial company has changed its name and ownership structure, but never lost its passion for independence, fiduciary standards and representing the best interests of our clients. We provide a wealth stewardship process that strives to create meaningful solutions that align your vision, values and wealth to help you achieve your goals.

Sign Up For Our Newsletter

Learn More About Hightower Bellevue

Send Email

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

Hightower Advisors, LLC is a SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Some investment professionals may also be registered with Hightower Securities, LLC and offer securities through Hightower Securities, LLC, member FINRA/SIPC. You can check the background of our firm and investment professionals on Unless otherwise indicated relative to a specific award or ranking, Hightower Advisors, LLC does not pay a fee to be considered for any ranking or recognition, but may have paid to publicize rankings obtained and disseminated prior to 11.4.2022. All awards / rankings / ratings obtained and distributed on or after 11.4.2022 will be accompanied by specific disclosure as applicable.

© 2024 Hightower Advisors. All Rights Reserved.