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Our Approach

At Hart Financial Group, we do things differently. We believe the Parts, People and Plans require the integration of Clarity, Coordination and Communication in order to establish a framework for efficiently managing your wealth.

PARTS

We evaluate and implement various investments, estate structures, tax strategies and risk management techniques, ensuring all the Parts are integrated and working together within the Financial Ecosystem.

PEOPLE

We believe in direct, ongoing communication between you and your family members, attorneys, accountants, wealth advisors, business partners and other professional alliances. This communication is vital to an integrated, well-functioning Financial Ecosystem and is a core principal within our team.

PLANS

By combining our thought leadership and technological resources, we are able to identify if there is a problem, how big the problem might be, and what the consequences are if it is not addressed. We believe it is important to test financial decisions before making them in real life; using our planning tools, we are able to model what-if scenarios and identify blind spots.

Hart Financial Group integrated financial ecosystem graphic

CLARITY

It is essential we understand your most important goals and values. It is the foundation of the decision-making process and it ensures the alignment of the Parts, People, and Plans.

COORDINATION

We commit to working side-by-side with you, your attorneys, accountants and members of your financial team, by sharing ideas and information, with the purpose of achieving your goals more quickly and efficiently.

COMMUNICATION

Trust is key to our relationship with you. We earn that trust through clear and open communications, personally tailored to make each exchange effective, educational and productive.

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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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