Our strategic process supports customization at every level and focuses on your distinct needs and objectives. From asset allocation and retirement planning, to business growth and corporate cash management, we work with you to create solutions that help you enhance your portfolio and achieve your financial goals.
Discover
At Strata Wealth Partners, we take the time to discuss and assess your current situation and aspirations with you in order to develop a deep understanding of your short- and long-term needs. Together, we explore your time horizon, lifestyle, tolerances, philanthropic pursuits, concerns, requirements and aspirations.
Plan
Based on the information gathered throughout the discovery process, we develop holistic financial plans, portfolios and asset allocation strategies designed to position you for success. We also assess your current portfolio for opportunities for enhancement, and review the entire plan with you to ensure it aligns with your objectives.
Implement
We perform rigorous research on managers and investment vehicles to identify optimal options for your plan’s implementation. We then allocate your assets into a balanced, diversified investment portfolio.
Monitor
We provide ongoing investment monitoring and regularly review your portfolio with you. We understand that circumstances change, which is why we adjust, rebalance and reallocate your portfolio as necessary per changing marketing conditions and your evolving personal needs.
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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
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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