We spend considerable time and effort understanding you and your preferences. We believe that our job is to deliver excellence in service and client experience, but to do so in the way that is most comfortable to you and in alignment with your goals and objectives.
When creating your custom financial plan, our team spends a lot of time listening and gaining an understanding of what is important to you, and why. We believe in transparency, and strive to help you understand your investment and financial planning options to help you achieve the desired outcome.
When designing your investment portfolio, we focus on the level of risk necessary to help you reach your goals, as well as the level of risk that you are comfortable living with day after day. It doesn’t matter if the plan is perfect on paper—we believe that you should feel confident in your allocations, regardless of the market cycle.
Your personal preferences drive our recommended solutions and inform the personalization of our meticulous approach to wealth management. At the core of our investment process is a desire to reduce risk, increase your confidence and position you for strategic, long-term success.
Different investors have different needs. Some need growth, some need income, others need preservation of capital, and many need all three. At Wisehaupt Bray, we understand that an investor’s needs and goals change over time and throughout their life.
Our answer to many complex investment questions is: An elegantly simple solution often creates the best results.
The greatest investment methods can be mixed in the right proportions to match nearly any investor’s need. Through the use of diverse, quality solutions, we tailor each client’s portfolio to support their success and objectives.
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3399 PGA Blvd
Suite 180
Palm Beach Gardens, FL 33410
Office: (561) 227-5080
Fax: (561) 828-6189
Toll free: (888) 796-8884
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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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