Your Wealth, on Your Terms

Partner with a team of investment and financial planning professionals committed to “act in your best interests.”

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HIGHTOWER RANKS #2 ON BARRON’S 2021, 2022 AND 2023 LISTS OF TOP RIA FIRMS

Our Wealth Solutions and Your Life’s Priorities

Our financial advisors in New York, Arlington and Sarasota provide services to help you plan your future including:

INVESTMENTS

RETIREMENT PLANNING

ESTATE & LEGACY PLANNING

DIVORCE & ASSET PLANNING

“We’re committed to making every step of your financial journey deeply connected to what truly matters to you.”

– JON FERGUSON, CIO

Know More, Achieve More

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Enjoy Your Retirement

Plan for a secure and fulfilling retirement.

Download Our Guide to Retirement

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Plan for Major Life Events

Build a strong financial foundation for your future.

Download Our Guide to Life Events

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Build Generational Wealth

Protect what matters most with personalized strategies.

Download Our Guide to Estates and Trust

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Support Causes You Care About

Achieve your philanthropic goals and leave a lasting legacy.

Download Our Guide to Charitable Giving

Discover Your Personalized Wealth Plan

LET'S GET STARTED

Let’s Plan

SARASOTA

9040 Town Center Parkway
Lakewood Ranch, Florida 34202
(941) 445-8800

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HTA Client Relationship Summary
HTS Client Relationship Summary