About our Alamo Team
The Bay Area team provides proactive, specialized financial planning for families, entrepreneurs, and retirees seeking clarity and confidence in an increasingly complex financial world. Led by Senior Wealth Advisor Kristin Bartlow, the team is known for its thoughtful, relationship-driven approach and commitment to comprehensive planning. With experience across investment management, multi-generational wealth planning, tax-aware strategies, and charitable giving, the team works collaboratively to design customized plans aligned with each client’s goals and values. Grounded in careful listening and disciplined execution, the Bay Area team serves as a trusted partner, helping clients navigate life’s transitions and build secure, meaningful futures.
Meet Our Team
See what our clients are saying
The strongest measure of our success is the experience of the people we serve. Discover why clients have chosen to partner with Hightower Signature Wealth.
Retired Senior Financial Executive at a Large CorporationWife, Parent, Mid-70sI chose the team after an extensive search because they tailored asset management to our family’s needs, including our two adult sons with special needs. Unlike our past advisors, they understood and prioritized our family’s objectives.
This individual is a client of Hightower Signature Wealth & Hightower Advisors, LLC. No compensation was given in exchange for their testimony. Client testimonials provided may not represent the experience of other clients and are not a guarantee of future performance or success.
- Clinical Psychologist Turned Business Owner After Husband’s DeathWidow, Parent, Late 60s
I never anticipated the emotions and strong connections I have with my team. They will be there for my children when I’m no longer here. My life is so much easier having them as part of the equation.
This individual is a client of Hightower Signature Wealth & Hightower Advisors, LLC. No compensation was given in exchange for their testimony. Client testimonials provided may not represent the experience of other clients and are not a guarantee of future performance or success.
- Retired Human Resources ExecutiveSingle, Caretaker of Mother, Mid-60s
My advisor has played a huge role in my planning process. My transition into retirement was well thought out. They helped consolidate my company stock and investments into one place and create a plan for retirement.
This individual is a client of Hightower Signature Wealth & Hightower Advisors, LLC. No compensation was given in exchange for their testimony. Client testimonials provided may not represent the experience of other clients and are not a guarantee of future performance or success.
- ENT Doctor Approaching RetirementHusband, Mid-70s
I have been a client for more than 20 years through changing markets and economic cycles. Their integrity, sound judgment, and client-first approach have earned my trust, and I highly recommend them to anyone seeking a trusted investment partner.
This individual is a client of Hightower Signature Wealth & Hightower Advisors, LLC. No compensation was given in exchange for their testimony. Client testimonials provided may not represent the experience of other clients and are not a guarantee of future performance or success.
Recommended resources by our Alamo advisors
Find answers to your questions about Hightower Signature Wealth
The Hightower Signature Wealth Alamo office, which serves the Bay Area, is located at 3201 Danville Blvd., Suite 180, Alamo, CA 94507. Clients can reach the team at (415) 840-3099. The office serves individuals, families, entrepreneurs, and retirees throughout the San Francisco Bay Area and across the United States, providing personalized wealth management and financial planning services.
The Alamo team provides comprehensive wealth management services tailored to each client’s goals and circumstances. Services include investment management, financial planning, retirement planning, tax planning, trusts and estate planning, insurance planning, charitable giving strategies, and multigenerational wealth planning. Advisors take a personalized, planning-focused approach, helping clients navigate complex financial decisions while aligning their wealth with their values, family priorities, and long-term objectives.
The Alamo team works with individuals, families, entrepreneurs, business owners, and retirees seeking proactive financial guidance. Advisors help clients address retirement planning, wealth preservation, charitable giving, tax-aware investing, estate planning, and legacy goals. The team is particularly experienced in helping clients navigate life transitions and create personalized strategies that support long-term financial security and meaningful family impact.
You can schedule a meeting by calling (415) 840-3099 or submitting a meeting request through the Hightower Signature Wealth website. After receiving your inquiry, a member of the team will typically contact you within one business day to arrange a complimentary, no-obligation consultation. The initial conversation focuses on your goals, financial priorities, and planning needs.
Your first conversation is an opportunity for us to learn more about you, your financial circumstances, and what you hope to accomplish. An advisor may ask about your goals, current investments, family considerations, business interests, and other priorities that could influence your financial plan. You’ll also have an opportunity to ask questions, learn about our approach, and discuss what working together could look like.
Yes. Hightower Signature Wealth advisors serve as fiduciaries, which means they are committed to acting in their clients’ interests when providing investment advice. We offer fee-based advisory services, with fees depending on the services provided and the specifics of your relationship. Your advisor will discuss the applicable fee structure with you so you can understand how you are charged and what services are included.
