We are excited to welcome Sovereign Wealth Advisors and their clients to our Hightower Bellevue family.
Sovereign Wealth Advisors has a long history as an independent investment fiduciary focusing on helping their clients build, protect, and preserve their financial legacy—a focus that powerfully aligns with our commitment to be stewards of our clients’ wealth.
We believe this merger will enhance our abilities and allow us to provide services and solutions our mutual clients need to succeed on their respective journeys.
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Hightower Bellevue is a wealth management practice, we are stewards of your wealth. Our team works with high net worth clients to build, manage and help preserve their financial legacy.
Our team has combined 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.
Let us provide you with a tailored wealth management experience and the confidence that your interests are also ours.
Hightower Bellevue has operated since 1985 with a simple commitment – to better serve our clients. Hightower Bellevue is an independent-minded boutique practice with institutional strength. Our company was founded by Larry (Lars) Knudsen 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.
A commitment to supporting clients’ financial well-being and deeply-rooted trust is the foundation of the firm.
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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 brokercheck.finra.org. 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.
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